cancel
Showing results for 
Search instead for 
Did you mean: 
sandy88
Level 1

QB turned on automatic invoice reminders without my knowledge. I have turned it off manually but customers are complaining that they are still getting reminders.

How can I get automatic invoice reminders turned off?
6 Comments 6
ReymondO
QuickBooks Team

QB turned on automatic invoice reminders without my knowledge. I have turned it off manually but customers are complaining that they are still getting reminders.

Thanks for reaching out to the Community, @sandy88.

 

Once the Automatic invoice reminders is turned off, your customers should no longer receive payment reminders. Let me share with you some steps we can perform to isolate the issue.

 

There are times that too much cache accumulated in a browser can cause unexpected behavior with the product. This can be the reason why you're customers are still getting invoice reminders even after turning it off. 


Let's run some basic troubleshooting steps to address the issue. To start, open your account in a private window. This doesn't save your browsing history and will help us isolate the issue. Simply press the following shortcut keys to access it:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Once logging in via a private window, try to check with your customer if they still get email reminders from you. If they haven’t, then I’d recommend clearing your browser's cache. This will delete all data and make your browser function efficiently.

 

If the issue persists, try using other supported browsers. That way, we can see and check if this is a browser-integrated issue.

 

If you're still getting the same result, I'd recommend reaching out to our QuickBooks Support Team. That way, they can check your account and trace the cause of the issue.

 

Moreover, I've attached this article that you can read for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This link can walk you through the steps on how to add information to your invoice.

 

If there's anything else I can assist with, please feel more than welcome to reach out anytime. Have a lovely day!

sandy88
Level 1

QB turned on automatic invoice reminders without my knowledge. I have turned it off manually but customers are complaining that they are still getting reminders.

Thanks @ReymondO, really appreciate the quick reply. However, I had already followed those steps to turn the auto reminders off. Unfortunately, customers are continuing to receive them. Wonder if there's a glitch??

LieraMarie_A
QuickBooks Team

QB turned on automatic invoice reminders without my knowledge. I have turned it off manually but customers are complaining that they are still getting reminders.

Thanks for letting us know about your result after turning off auto-reminders, @sandy88.

 

Do you have recurring transactions? You may have a recurring invoice that are automatically sent via email. You can turn this option off from its template.

 

Here's how:

  1. Go to the Gear icon.
  2. Click Recurring Transactions.
  3. From the Recurring Transactions list, locate the invoice template. Then, click Edit.
  4. Uncheck the Automatically send emails box.
  5. Click Save template.

 

If this isn't the case, I'd recommend reaching out to our Customer Care Support team. They can investigate why your customers are still receiving invoice reminders and raise a ticket if necessary. 

 

Here's how:

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  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.help.JPG

 

For more details about our support availability, refer to this article: Contact Support

 

I'm also adding this article for future reference: Use workflows in QuickBooks Online Advanced to send reminders.

 

You can leave a comment below if you have any questions. I'm always here to help. Have a good one.

Abbi Simpson
Level 2

QB turned on automatic invoice reminders without my knowledge. I have turned it off manually but customers are complaining that they are still getting reminders.

Out of the blue Quickbooks Online sent out invoice reminders this month. I have never used this...and never would for my business. I'm the only user, and I use the Quickbooks App on a Mac, not a web browser.

ChristineJoieR
QuickBooks Team

QB turned on automatic invoice reminders without my knowledge. I have turned it off manually but customers are complaining that they are still getting reminders.

Thank you for choosing QuickBooks Online!


I’m here to walk you through the step on how to turn off the auto invoice reminder in QBO @Abbi Simpson.


By heading to the Gear icon in QuickBooks Online, I'll show you how:

 

  1. Go to the Gear symbol and choose it.
  2. Select Account and settings from the drop-down menu under Your Company.
  3. Toggle to the Sales tab.
  4. Select the edit pencil icon for Reminders.
  5. Turn off the Automatic invoice reminders setting.
  6. After that, select Save and then Done.

However, you'll automatically get a notification if the recurring transactions feature is on. You have the option to turn it off from the template.

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Select Recurring Transactions from the drop-down menu.
  3. Locate the invoice template in the Recurring Transactions list. Then select Edit from the drop-down menu.
  4. Uncheck the box that says "Automatically send emails."
  5. Save the template by clicking the Save button.

 

I've attached some articles regarding dealing with client transactions, sales forms, taxes, and other related subjects:

 

If you require any additional assistance, I am always available. Keep yourself safe @Abbi Simpson.

Abbi Simpson
Level 2

QB turned on automatic invoice reminders without my knowledge. I have turned it off manually but customers are complaining that they are still getting reminders.

Thanks, I figured out how to turn this off. What's puzzling is why Quickbooks would have just started doing this in the first place. I've been using QBO for years and have never sent automated reminders. No reply necessary. Just commenting.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up