cancel
Showing results for 
Search instead for 
Did you mean: 
bharrod
Level 2

Why is my QuickBooks online sending invoices and reminders without my approval?

Why is my QuickBooks online sending invoices and reminders without my approval? This just started recently and has been embarrassing.

 

NOTE: Email reminder notifications setting is set to OFF so this is clearly a bug in the system

6 Comments 6
MJoy_D
Moderator

Why is my QuickBooks online sending invoices and reminders without my approval?

I can share some information about those transactions that is set to your sent automatically, @bharrod.

 

You could have created a scheduled recurring transaction. That means they will be sent automatically. To resolve this, I suggest checking your recurring template and pause it or edit it and set this as Unscheduled. An unscheduled recurring template will not be sent automatically and will only work when you choose to use it.

 

Here's how to pause a recurring template:

  1. Go to the Gear icon ⚙️ and select Recurring Transactions.
  2. Click the Edit drop-down menu from the Action column of that specific template.
  3. Select Pause or choose Delete if you no longer need that template.

In case you'd like to edit this template to unscheduled one:

  1. Go back to the Recurring Transaction List.
  2. From the Action column, select Edit for the transaction you want to edit.
  3. Edit the template type and all other information.
  4. Click on Save once you're done. 

Check this article for more information: Edit a recurring template. Also, here's detailed guidance on how to review your recurring transactions in QuickBooks Online.

 

I'm always here if you need more help with your transactions. I'm always here to assist. Have a wonderful day!

bharrod
Level 2

Why is my QuickBooks online sending invoices and reminders without my approval?

No, that's not the issue. I don't have the recurring transaction feature, that must be only for the upgraded plans. I have the basic quickbooks online plan. So this issue has not been resolved yet.

 

It's not invoices that are automatically sending, it's reminder emails to pay outstanding invoices that are the issue.

 

When I create an invoice it will automatically send it to the client, but I don't want it to do that, also if I send an invoice to a client, the system will keep reminding them daily to pay their invoice, I do not want this to happen. I do not have the email reminders feature turned on, so this should NEVER happen.

 

Please help me resolve this issue asap.

 

Thank you,

JasroV
QuickBooks Team

Why is my QuickBooks online sending invoices and reminders without my approval?

Thanks for the clarification, @bharrod.

 

I can see how this issue affects your business and working progress. I want to ensure to keep you on the right track.

 

As of now, we recently received reports about invoice reminders being sent prematurely by the system. Rest assured our engineering team is aware of this and is working to get this fix as soon as possible.

 

In the meantime, I recommend reaching out to our Support team. This way, you’ll be added to the list of affected users and be notified via email of any news and updates about the issue. To reach out to them in your QuickBooks Online (QBO) account, you can follow these steps:

 

  1. Go to the (?) Help icon.
  2. Choose the Talk to a human option (type it again if prompted).
  3. Enter I still need a human.
  4. Click Contact us.
  5. Then choose either Send a message (if you prefer to chat) or Get a callback2.JPG

I’m also adding this article that you can utilize in recording your customer payments.

 

We appreciate your patience while we’re working to resolve. In case you have other queries about QBO, you can always get back to me. I’d be more than happy to assist you. Keep safe.

bharrod
Level 2

Why is my QuickBooks online sending invoices and reminders without my approval?

@JasroV  Has this issue been resolved yet?

 
bharrod
Level 2

Why is my QuickBooks online sending invoices and reminders without my approval?

@MJoy_D  and @JasroV 

 

Has this issue been resolved yet?

KlentB
Moderator

Why is my QuickBooks online sending invoices and reminders without my approval?

 

Hi there, bharrod.

 

I'm here some updates about the invoice reminder issue.

 

Currently, our software engineers are still investigating this issue. Please know that we're already prioritizing it to ensure that this issue won't happen again. Although this is being actively looked at, we're unable to provide an ETA for the resolution at this time.

 

If you haven't contacted our Customer Care Team yet, you may follow the steps above to connect with us. This way, we'll be able to add your contact information to our notification list. Rest assured, you'll receive an email update once we get this sorted out.

 

Additionally, you can always check our articles here if you need some reference in completing your other tasks in QuickBooks Online,

 

We appreciate your patience and understanding on this matter. The Community Team always has your back, so please don't hesitate to visit us again if you have any other concerns or questions.

Need to get in touch?

Contact us