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Level 1

My invoices have started being sent by email without my knowledge, how can I keep this from happening?

 
1 Comment
QuickBooks Team

My invoices have started being sent by email without my knowledge, how can I keep this from happening?

This is just the place to get the answers you're looking for, @CC03.

 

When creating an invoice, you have a couple of ways to save it. You can select either Save and newSave and close, or Save and share at the bottom right of the page. Make sure to select the Save and close option. This will only record the entry in the program without sending it to your customer. See the screenshot below.
Capture2.JPG

 

Do you have recurring transactions? It's also possible that you've turned on the automatic send email option on your recurring invoice. The steps below are sure to be of assistance:

 

  1. Click the Gear icon.
  2. Select Recurring Transactions under the Lists column. 
  3. Locate the template.
  4. On the Action column, select Edit.
  5. Uncheck the Automatically send emails box.
    Capture.JPG
  6. Click Save Template.

 

For your reference, you can check out this article for more information: Recurring Transactions in QuickBooks Online.

If none of these methods work to resolve the issue, it's likely that you're affected by the current investigation with regards to the automatic send emails issue. I recommend contacting our QBO Care Team so they can sign you up for the investigation list. Doing so keeps you in the loop about the resolution status. Please provide the investigation number INV-51015 to our representatives.
 

Here's how:

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
    QBO HELP.JPG
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.
    QBO HELP 2.JPG

Just in case, you can also read through this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. It helps you learn about some ways to personalize sales forms and email messages. 

 

Your utmost patience is highly appreciated. If you have other questions or concerns that needs immediate attention, please let me know in the comment below. I'll be more than happy to assist you.

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