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I need to stop automatic reminders for unpaid sales invoices - can someone tell me how to do this?
Thanks
Hi Angelalala,
Thanks for your post and welcome to the community!
You can edit or delete the reminder's by going to the Gear icon > Lists > Recurring Transactions and changing the template type to 'Reminder' to view.
We don't have a template set up for this...
Hi Angelalala,
Can you check the configuration of the reminder settings by going to the Gear icon > Accounts and settings > Sales > Reminders
Thanks
Thanks for the screenshot Angelalala, the only way to send a reminder other than the automated recurring template would be to manually send the reminder on the invoice page by batch-selecting and going to Batch actions > Send reminder or via the action drop-down against the invoice.
Are the reminders sent for all overdue invoices or just to a particular customer?
Hi
I believe any outstanding invoice has been resent with reminder
Hi Angelalala,
Is it possible those were sent manually by another user on the account? You can view the audit log by going to the Gear icon > Audit log and this will show the event as 'Emailed Invoice X' against the username if this was not automated.
Thanks
No, these reminders have been automatically sent out by QB. We need to stop this happening.
Hi Angelalala,
We'd be grateful if you can provide a screenshot showing the full event details of the reminder from the Audit Log.
Were the invoices the reminders have been generated from created manually or automatically from a recurring invoice template?
Thanks
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