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pureelectric
Level 1

I dont want an invoice to be sent to the client every time I save a change how do i turn that feature off ? Thank you

 
2 Comments 2
AileneA
QuickBooks Team

I dont want an invoice to be sent to the client every time I save a change how do i turn that feature off ? Thank you

Hi there, @pureelectric

 

Thank you for reaching out to the Community. I'm here to share some insights about invoices that are auto sending in QuickBooks Online. 

  

One possible reason why your invoices are auto-sending is that you might have set up a Recurring Transaction specific to invoices. To prevent these invoices from sending on their own, you'll edit or delete the Recurring Transaction template that you've created.  

 

Here's how:

 

  1. Click the Gear icon at the top.
  2. Choose Recurring Transactions.
  3. Locate the Template.
  4. On the Action column, tap Edit. 
  5. Remove the check-mark on Automatically send emails
  6. Press Save Template.
  7. Or go back to the Action column, then hit the drop-down arrow beside Edit. Then choose Delete.
  8. Select Yes

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To learn more about recurring and its work flow, you can refer to this article: Recurring transactions in QuickBooks Online

 

That should prevent your invoices from auto-sending. Please let me know how it goes or if I can be of additional assistance by leaving a comment. Take care.

Just_me
Level 10

I dont want an invoice to be sent to the client every time I save a change how do i turn that feature off ? Thank you

Or, like it was stated in the original post, when editing an invoice, just click save or save and close, instead of save and send.  

The customer will still see the changes, but won't receive an email every time there are changes  made.  

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