How do I turn off automatic collection letters to my customers?

Good day, @johnpc58.

Are you trying to turn off the automatic invoice reminders feature in QuickBooks Online (QBO)?

If so, you can follow these steps so your customers won't receive notifications about their invoice due dates. Here's how:

1. Go to Settings ⚙ and select Account and settings.
2. Click the Sales tab.
3. In the Reminders section, slide the Automatic invoice reminders to the left to turn it off.

That's should do it. In case you need to turn it on again, simply check out this article for complete guidelines: How to send invoice reminders automatically or manually in QuickBooks Online.

I'm just a reply away if you have other questions with the QuickBooks Online. Just add the details of your concerns in this thread and I'll help you out.

Hi johnpc58.

Hope you’re doing great. I wanted to see how everything is going about turning off the automatic invoice reminders concern you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

What if there is not a SLIDE to turn off this option?

Let me provide the steps where you can turn off the automatic collection letters, Michelle Tucson.

You're maybe using QuickBooks Online Advanced and that's why you aren't seeing the slide option. You can disable the reminder from the Workflows section. 

Here's how to do it.

1. Go to the Gear icon and select Manage workflows.
2. Find the workflow, then click the Edit drop-down icon under the Actions column
3. Choose Disable.

More details about the Workflows feature: Use workflows in QuickBooks Online Advanced to send reminders.

If you're using QuickBooks Online Simple Start, Essentials, or Plus, the slide option is located on the Reminders section of your Sales tab. Here's a screenshot as your visual guide. 

When you receive the customer's payment, you can record it in QuickBooks. Or if your bank is connected to online banking, QuickBooks downloads transactions.

All you need to do is match the payment to the invoice. I'm adding these articles as your guide in recording payments and matching transactions.

• Record invoice payments in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online.

Keep me posted if you have additional questions about turning off the invoice reminders. I'll be around to provide the steps you need.

How do I stop automatic reminders from going out after my customer has paid the invoice and the payment has been automatically matched to an invoice, BUT WITHOUT me having to login and approve the match?

The problem I am having is that a customer starts an ACH on Thursday, it hits my bank account on Friday, is visible in Quickbooks over the weekend, and then Quickbooks sends out an auto reminder on Monday before anyone can do anything about it.  If QB can match a deposit to an invoice, it should not continue to send reminder emails.

Thank you.

Hello wolverine1995!

You won't need to sign in anymore because your invoice record in QuickBooks will automatically be marked as paid when your customer pays their invoice on Thursday. It should stop the reminder.

QuickBooks Payment transactions, like ACH payments, will auto-sync in QuickBooks Online without users input. Invoices will detect any payments made online.

If you have any other questions about your reminder, feel free to go back to this thread.

I don't think you understand.  I have the auto match turned on and my customers are still getting reminders after they have made a payment.  

I appreciate you for getting back in this thread, wolverine1995. Allow me to hop in and share additional insights about invoice reminders sent to customers who have paid already.

In QuickBooks Online (QBO), you can disable automatic invoice reminders to ensure your customers will no longer receive automatic emails. Here's how:

1. In your QBO account, go to Settings and click on the Sales tab.
2. Under the Reminders section, click edit to turn off this feature.
3. Select Done.

Additionally, we can manually send them reminders of their invoices to ensure they can still receive emails before the due date. 

Here's how to invoice reminders manually:

1. Go to Get paid & pay or Sales, then select Invoices.
2. Find the invoice you'd like to send a reminder.
3. From the Receive payment dropdown, select Send reminder.
4. Customize your message and select Send.

Moreover, you can visit this article to guide you in recording these payments: Record invoice payments in QuickBooks Online. It includes details when recording partial payments and grouping multiple payments into a single deposit.

Let us know in the comments below if you have additional questions about invoice reminders. We'd gladly assist you further. Take care!

Again, you are missing the point.

I want automatic reminders to go out.  (I have this turned on - it works)

I want automatic reminders to STOP when a deposit is made into my account that matches an invoice amount.  (This does not happen - reminders still go out) 

I DO NOT want to have to manually approve an automatic match to make automatic reminders stop.  (I have to login and MANUALLY APPROVE an automatic match to make reminders stop.)

Thanks for the clarification, @wolverine1995.

Let me share some insights about stopping automatic reminders when a deposit/payment is made into your account so you can manage your sales and income transactions in QuickBooks Online (QBO) accordingly.

QuickBooks is unable to automatically detect deposits/payments made to your account unless it downloads them into the system and matches them to your invoice. Once this happens, QBO stops sending reminders to your customers.

You can read this article if you wish to learn more about when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

Also, QBO automatically matches your QuickBooks Payments transactions. You may want to check out this article to learn more about how to manage this process in QBO: Automatic matching for QuickBooks Payments.

Please feel free to leave a comment below if you have other concerns about managing reminders and invoices in QBO. I'm always ready to help. Take care, @wolverine1995.