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spytekbookkeeping
Level 3

invoice email issues

I have received emails from customers saying they are receiving past due notices (email) when the invoice is clearly paid. The payments received are months and even over a year old.

 

Anyone else?

3 Comments 3
MorganB
Content Leader

invoice email issues

Hi there, spytekbookkeeping.

 

Thanks for reaching out to the Community for support. I'd like to lend a hand to keep these QuickBooks Online old past due notices from going out to your customers.

 

There are a couple of potential reasons why this is happening. It's possible the payment may have become unlinked from the invoice, or the Automatic Invoice Reminders aren't set up just right. Here are the steps to get each situation resolved:

 

Fix the Invoice and Payment Link

  1. Go to your Sales menu and select Invoices.
  2. Filter the Status to Overdue and open the invoice in question.
  3. If you see a 1 payment made link, click it to open the Receive Payment screen.
  4. Verify that the checkmark is next to the correct invoice and for the right amount.
  5. If the payment wasn't attached, delete or un-apply the payment, then re-receive it and apply it directly to that specific invoice.

 

Turn Off Automatic Reminders

  1. Click the Gear icon in the top right corner and select Account and settings.
  2. Select the Sales tab on the left.
  3. Scroll to the Reminders section and click to expand it.
  4. Toggle the Automatic invoice reminders switch to off (it should turn gray).
  5. Click Save and then Done.

 

The following article provides info about recording invoice payments in QuickBooks Online to keep everything running smoothly and to avoid old reminders being sent. 

 

Please don't hesitate to drop a comment below if you have any other questions. Assistance is only a comment or post away!

spytekbookkeeping
Level 3

invoice email issues

not the issue. i am very familiar with qbo and the workings. all settings are correct. this is a glitch 100%. 

MoiraskyeT
QuickBooks Team

invoice email issues

We completely respect that you're very familiar with the platform and have already made sure everything is set up perfectly. To catch this glitch in action, we need to check a few hidden spots. Kindly take a look at your Invoice Reminders, Recurring Transactions template, or Workflows if you're using QuickBooks Online Advanced.

 

It's also important to check the Audit Log to determine whether a user, the system, or a third-party app triggered the emails.

 

Even though everything looks good on your end, I’d still recommend checking out the articles linked above. These resources provide detailed steps to help you verify background settings.

 

Let us know how it goes. We're always here to help.

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