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Level 1

How do you stop invoices from being sent out automatically via email?

Recurring invoices are emailing as scheduled, but non scheduled invoices are being automatically sent without being scheduled.
1 Comment
QuickBooks Team

How do you stop invoices from being sent out automatically via email?

Hello there, @parsonslandscapi.

 

When you create the invoice transaction, it's possible that you click the Save and send button. That's why the invoice is automatically sent.

 

You can select the Save and close button when you create the invoice for your customer. I'll guide you how:

 

  1. Go to the + New icon and then select Invoice.
  2. Select the name of the customer.
  3. Enter the necessary details.
  4. Once finished, click on Save and close.

 

Once done, the Save and close will be the default option when saving it.

 

Then, let's receive the invoice payments. Here's how:

  1. From the + New icon, select Receive Payment.
  2. Select the name of the customer from the drop-down menu.
  3. From the Outstanding Transactions section, select the invoices created.
  4. Select the payment method.
  5. You can either deposit the money to your checking account or the Undeposited funds.
  6. Select Save and close.

 

In case you want to personalise the email message that you've sent or turned off the automatically send reminders to customers, just click this article: Automate invoice reminders in QuickBooks Online.

 

Additionally, I've added an article about viewing your sales transactions in QuickBooks Online. This serves as a guide in checking the status of sales transactions, open invoices, and paid invoices.

 

Reach out to me anytime if you have additional questions or concerns. I'd be glad to lend a hand. Take good care!

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