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Hi,
I saw a previous post of how to turn off the invoice reminder emails that get auto sent out.
I tried following the instructions however the option to turn them off now isn't there on QBO.
Please let me know how to turn off the invoice reminder emails that are being auto sent out.
Thanks
Hello, AdminE.
I can walk you through the steps of how to turn off the auto email reminders to customers option in your QuickBooks Online (QBO) account. Don't worry. It only takes a few easy steps.
Here's how:
If you're using QuickBooks Online Advanced, we can go to your Workflows to disable this payment-due reminder. Here's how:
Meanwhile, I'm adding these articles to learn more about setting up auto-reminders for overdue invoices using QBO Advanced, Plus, Essentials, and Simple Start plans.
Let me know how else I can help you with navigating QuickBooks Online by adding a comment below. I'm more than happy to lend a helping hand. Keep safe.
I'm using QBO but that solution doesn't work for me. I don't have anything for step #5.
Would it be perhaps that my account only has company admin access?
Thanks
Thanks for getting back here, @AdminE. I want to ensure you'll be able to turn off the automatic invoice reminder in QuickBooks Online (QBO).
In QBO, a user with the company admin role has access to every part of the account. They can do everything a primary admin can do, apart from editing or removing its access. You'll know about this by visiting this article: User roles and access rights in QuickBooks Online.
Since you're having trouble locating the Automatic invoice reminders option, let's perform some troubleshooting steps to determine if this is a browser-related issue. The initial step is to access your QBO account via incognito mode. This does not store cache files that may cause odd behaviors such as missing options when running web-based programs. Below are the shortcut keys you can use:
Once signed in, go to the Reminders section again following the steps of my colleague above. From there, check if you can now see the Automatic invoice reminders option. Please refer to the screenshot below:
If this works, go back to your regular browser and clear the cache to eliminate piled-up data. If the same thing happens, you can use another supported browser or device. Might be that the current one you're using has a temporary issue with QBO.
Once everything is fine, your next step is processing customer payments for their invoice in QBO. You can use this link as a reference: Record invoice payments in QuickBooks Online.
I'm always here ready to lend a hand if you have any other concerns about managing invoices in QBO. Please don't hesitate to leave a reply below. Have a good one.
It's still not working.
I've tried it on other browsers and accounts too.
See an image of what I get when I go to do this.
Thanks for the prompt reply, @AdminE.I'm here to route you to the right support that can help you locate the automatic invoice reminders button in QuickBooks Online.
Since the issue persists even after following the suggestion shared by my colleagues above, I recommend contacting our Customer Care Support. They will be able to dive into your account and determine why you don't have an option to turn off the automatic invoice reminders.
Here's how:
For more details about our support availability, refer to this article: Contact Support.
In case, you want to get a list of all payments and invoices for each of your customers, you can run the Invoices and Received Payments Report. Then, customize it so it will only show the info you need.
If you have any other questions, feel free to post them here. Have a good one!
I'm having the same issue and my screen looks the same as the image that AdminE posted. Was a solution ever found for this issue? Thank you!
Hi there, @beckypin12.
I understand how important it is to have control over the settings in your QuickBooks Online (QBO) account. Let me route you in the right direction for support so you can turn off automatic invoice reminders.
To get the best assistance regarding this concern, I suggest contacting our Customer Care Team. They can review your account and determine the root cause of why you don't have the option to turn off the reminders.
Here's a quick and easy guide on how to contact us:
You can reach our support team Mondays through Fridays from 6:00 AM to 6:00 PM Pacific Time and Saturdays from 6:00 AM to 3:00 PM.
For more info about invoice reminders, feel free to check out this article: Send invoice reminders automatically or manually in QuickBooks Online.
For future reference, here's a detailed guide on personalizing your reports so you get the most out of them: Customize reports in QuickBooks Online.
If you have any other questions about anything QuickBooks-related, please don't hesitate to leave a reply below. I'll be around to lend a hand. Take care!
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