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November 14, 2020
Question

Why are my invoices being emailed automatically?

  • November 14, 2020
  • 1 reply
  • 3 views
when I save (only) my invoices, they are being emailed to customers. The audit log says emailed by system administration.

1 reply

Level 4
November 14, 2020

Hi there, @atozimagingandde.

Invoices are automatically sent when they’re set up as recurring transactions in QBO. Let’s go to the Recurring Transactions page to check it.

 

 Here’s how:

 

  1. Click the Gear icon at the top and pick Recurring Transactions under Lists.
  2. On the Recurring Transactions page, look for the invoices you’re working on and open them one at a time.
  3. Go to the Action column and hit the Edit link to view the transaction details.
  4. On the Recurring Invoice page, navigate to the Options section and check if the box for Automatically send emails is selected.
  5. Unmark the box for Automatically send emails is selected if you don't want QuickBooks to automatically send the entries.
  6. Click Save template to keep the changes.

 

 

If you want to modify the transaction, edit it to keep this from happening again. If you're using the Advanced version and created a workflow, you can delete or turn it off. Follow the instructions in this article and go directly to Step 3 for detailed instructions: Use workflows in QuickBooks Online Advanced to send reminders. 

 

 

 Please let me know if I can be of additional assistance by leaving a comment. Stay safe.