Skip to main content
R
RicAlv
February 4, 2025
Question

Prevent Automatic Sending of Scheduled Invoices

  • February 4, 2025
  • 1 reply
  • 0 views

Hello!

 

We are in need of scheduling recurrent invoices for several recurring services that we offer.  However, we need to verify the invoices before having them sent to the customer.  In other words, we want QBO to automatically create the recurrent invoices but need a control checkpoint before those invoices are sent to the customer.  Some of those services increase or decrease in quantity of seats during the month and we need to adjust for that before sending the invoice.

 

We created the Scheduled invoices and unchecked "Automatically send emails" in the Recurring Invoice template.  However, when the date came, QBO sent the invoices to the customers and we were caught by surprise.

 

What is the correct setup for what we want to do?  

 

Thanks,

Ricardo

1 reply

R
rvrfrf
February 4, 2025

Thanks for becoming a part of the Community, RicAlv.

 

When working with recurring transactions for scheduled invoices, if you've turned off the ability for them to be sent automatically by email once created, they won't be sent to your customers.

 

Since emails were still sent automatically with the setting turned off, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

 

Here's how:

 

  1. Use the Help (?) icon.
  2. Click Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

I've also included a detailed resource about working with recurring transactions which may come in handy moving forward: Create recurring transactions

 

I'll be here to help if there's any additional questions. Have a great Tuesday!

Terms & ConditionsAccessibility statement