How do I turn off automatic overdue invoice reminder emails? I went to settings - Account and settings - sales - reminders. There is no on/off when I try to edit.

Hi,

We are running into an issue where Quickbooks online is sending our customers invoice reminders and there is no way to disable them. The disable button is suddenly missing. I tried all of the solutions in this article as well as the solutions suggested by the support team, which includes trying every browser and clearing cookies/cache, and NOTHING works. Our customers are getting angry about the repetitive notices so any other suggestions would be greatly appreciated.

I can also confirm that our company does not use workflows so there is no way to disable reminders on that page. Please help!

I appreciate you performing some steps to resolve the issue, safegraph.

We have received several reports about unable to turn off reminders, and our Product Engineers are now working to fix it as quickly as possible. While they do, I recommend reaching out to our Customer Care Team, so you'll be added to the list affected users (INV-53255). 

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours so, you'll know when agents are available.

Thank you for your patience while we work for a fix. If you have additional assistance while managing your QuickBooks account, let me know. I'll be around to provide further assistance. Have a nice day.

Has this issue been resolved? Please let me know ASAP how to turn off auto-reminders. My clients are not happy with these confusing emails, it wastes their time and mine!

This just started happening. Yet another change from QBO that I did not request or implement!!! 

Not Happy!

I can see the importance of turning off overdue invoice auto-reminders to your customers in QuickBooks Online (QBO), @DCS. That's why I'm here to share further details and guide you on the actions you need to take care of this matter.

For the time being, the investigation (INV-53255) mentioned above about disabling the Automated Invoice Reminders feature is already tagged as closed and resolved. However, we have a newly created one (INV-60669) regarding this matter. I assure you that our product engineers are actively working to have a permanent fix as soon as possible. This way, you can solely focus on managing your business growth using QBO.

In line with this, I'd recommend contacting our Customer Care team. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix. You can provide the newly opened investigation number to our representative as your reference. Here's how:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Enter a brief description of your concern in the What can we help you with? field.
6. Select Continue.
7. Choose a way to connect with us. Make sure to initiate contact during support hours.

I've attached a screenshot below that shows the last five steps.

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.

• Use workflows in QuickBooks Online Advanced to send reminders
• Send invoice reminders automatically or manually in QuickBooks Online

Also, here's an article that contains topics to help you in managing your sales and income transactions in QBO: Help Articles for Sales and Customers in QuickBooks Online.

We appreciate your patience while we're working on a fix. Please know that you're always welcome to comment below if you have other concerns about managing your invoices and payment reminders in QBO. I'm just around to help. Take care always.

can you turn it off for just one client or invoice?

Hello, christina12. 

I'd like to show you a bunch of ways to prevent your customer from receiving the automated invoice reminder.  

Yes, this is available for QuickBooks Online Advanced version. You can create or edit a workflow template and exclude a certain customer from receiving a reminder. Here's how to do this: 

1. Click the Gear icon, then choose Manage Workflows. 
2. Hit the Create workflow button or click on Edit for an existing template (if you have it already). 
3. Press Create under the Overdue invoice memo box.
4. Fill out the customers under the customer drop-down menu (exclude the one you don't want to send the reminders to). 
5. Once done, tap Save and Enable.  

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

For the rest of the QuickBooks Online versions, the automated invoice reminders covers all customers. We're unable to exclude a specific customer unlike in the Advanced version. 

If you need help managing your customers and sales, check out our articles. Other topics are found here as well: QuickBooks Online general help page.  

In case you have other concerns or questions about invoice reminders in QBO, you can always get back to me by leaving a reply on this thread. I’ll be around ready to help you. Keep safe!

I was able to turn this off several months ago. However, unknowingly, it someone turned ON again. This is very unfortunate as several clients have complained to me that they had paid and yet I sent them a reminder. I knew they had paid, I just had not updated QB. I have had to apologize to them, but it is really lame, as the email that goes to them seems like I sent it.

This is a very important client relationship issue that needs to change. You should have the option NOT BE DEFAULT TO ON. 

there is NO reminder item under sales tab.  Nor is there any 'manage workflow' under tools.  So where is option for automatic reminders...i want it off....creating havoc with customers !!!

I've got you covered on how to view these features, @elmarbc.

Unable to see some options in QBO might cause by a corrupted cache and cookies stored in your browser. That said, let's access your QuickBooks Online account using a private mode. 

To start, follow the shortcut keys you can use:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Once signed in, go to the Accounts and Settings window. The Sales, tab verifies if you can now see the Reminders. For the Manage workflows, you can only see this feature if you have QuickBooks Online Advanced. You can view the screenshots shared by MaryJoyD above for visual reference.

Also, it would be best to contact our Customer Support Team about turning off reminders. We have received several reports about being unable to turn off reminders, and our Product Engineers are now performing a fix as quickly as possible. This way, you'll be added to the list of affected users.

You can follow the steps shared by Rea_M on how to reach them and share this latest investigation number INV-65099.

I'm also attaching these links that you can utilize for guidance. These can walk you through the steps on how to personalize and record your invoice payment:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Always feel free to drop your comments below if you have other questions. I'm always here to help. Stay safe, @elmarb

Can this be done with the desktop version, automatic invoice reminders?

Hello, DLPhillips68.

Thank you for dropping by here in the Community. I can help you set automatic invoice reminders in QuickBooks Desktop (QBDT).

Yes, you can set up the automated payment Reminders feature in QBDT. This enables you to keep track of your customers' open invoices.

Here's how:

1. Choose Edit at the top menu bar.
2. Click on Preferences.
3. Tap Company Preferences.
4. Hit Reminders, from there you can select your desired option.
5. Press OK. 

Once done, you can now create a schedule for when you email your customers. You can refer to this article for more detailed steps: How to schedule payment reminders. 

Additionally, you can set up memorized transactions on QuickBooks Desktop. This allows the system to automatically enter your memorized transactions to save time.

Please let us know if you need more assistance with managing invoices in QBDT. Keep safe.

I have neither a workflow or reminder tab anywhere?? please help

Hello there, @jakestevestree. I want to ensure you'll be able to turn the automatic invoice reminder off.

To verify, could you tell me the version of QuickBooks Online (QBO) you're using? Also, may I know what your user role is? This may affect the options you can access in the account.

In the meantime, you can perform some browser troubleshooting steps to fix this. 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:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift +N

Once signed in, navigate to the Reminders or Manage Workflows (for QuickBooks Online Advanced) option again by following the steps of my colleagues above. From there, check if you can now see the Automatic invoice reminders or the Disable button (for QuickBooks Online Advanced).

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. 

However, if the issue persists, I recommend reaching out to our Phone support team to further determine what causes the issue. They can also provide an additional set of steps to fix this. 

Once everything is fine, your next step is processing customer payments for their invoices. 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 invoice reminders in QBO. Please don't hesitate to leave a reply below. Have a good one.

Has this been fixed yet? Like other posters, my client's customers are getting very angry. I've turned off the reminders via Gear Icon/Account and Settings/Sales/Reminders. This is not stopping the constant barrage of emails to the client. My client does not have the version where "Manage Workflows" is an option. It's been months and months since your engineering department started to work on this (according to previous posts). Please let me (us) know what's going on.

The ON/OFF is suddenly missing in "Reminders" and I cannot stop Intuit from sending late notices to my customers even when they are not even late.  I cleared the cache, tried different computers and browsers and nothing works. I understand I can also set up reminders in "Managed Workflows", but this feature is not the problem. The message being sent to my customers is the default message that exists in the "reminders" tab inside the "sales" menu. I called the help line and was told that this is an ongoing and unresolved issue and they could offer no help. Scary. It sounds like it should be something simple to correct this, but somehow Intuit cannot. This has created a real problem for us with our customers and they are getting really pissed off.  I am sending apology letters and wondering what is going on here with all this.

I know this hasn't been an easy process for you, robert4484.

We have an ongoing investigation where invoice reminders are being sent without setting on or workflow created. Rest assured, our engineers are working together on the permanent fix. 

Since you already contacted our Customer Support Team, they'll add you to the list of affected users. Then, you'll receive an email notification once there's an update on this issue.

Additionally, I've added this article that'll help you review your accounts in QuickBooks to make sure they match your bank and credit card statements: Reconcile an Account in QuickBooks Online.

You can check out this article for more details about the Workflows feature: Use workflows in QuickBooks Online Advanced to send reminders. If you need help managing your customers and sales, check out our articles. Other topics are found here as well: QuickBooks Online general help page. 

We appreciate your patience as we work through this. If you have any other concerns, please don't hesitate to comment below.