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Angelalala
Level 1

Stop email sales invoice reminders

I need to stop automatic reminders for unpaid sales invoices - can someone tell me how to do this?

 

Thanks

9 REPLIES 9
GeorgiaC
QuickBooks Team

Stop email sales invoice reminders

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.

 

 

 

Angelalala
Level 1

Stop email sales invoice reminders

We don't have a template set up for this...

GeorgiaC
QuickBooks Team

Stop email sales invoice reminders

Hi Angelalala,

 

 

Can you check the configuration of the reminder settings by going to the Gear icon > Accounts and settings > Sales > Reminders

 

 

Thanks

Angelalala
Level 1

Stop email sales invoice reminders

This is all I see...

GeorgiaC
QuickBooks Team

Stop email sales invoice reminders

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? 

Angelalala
Level 1

Stop email sales invoice reminders

Hi

 

I believe any outstanding invoice has been resent with reminder

GeorgiaC
QuickBooks Team

Stop email sales invoice reminders

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

Angelalala
Level 1

Stop email sales invoice reminders

No, these reminders have been automatically sent out by QB.  We need to stop this happening.

GeorgiaC
QuickBooks Team

Stop email sales invoice reminders

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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