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EEvans
April 25, 2023
Question

Stopping Email Reminders

  • April 25, 2023
  • 1 reply
  • 0 views

First, I've seen this question posted previously. I need the invoice reminders to stop! I've followed previous instructions and have turned off the reminders: Gear Icon/Account and Settings/Sales/Reminders. Emails continue to go out. My client does not have the version that has Manage Workflows. My client's customers are increasingly angry and everyone is getting stressed out. Your past responses have said your engineering department is working on this issue and it's been several (more than several) months. Please tell me what the solution is? One emergency is: there's an old invoice that a prior bookkeeper posted incorrectly. Can I turn off email reminders for that specific invoice?

1 reply

Q
QueenC
April 30, 2023

This is not what we want you to experience, @EEvans 

 

No worries, I'm here to make sure you'll be able to turn off the invoice email reminders in QuickBooks Online (QBO).

 

To begin with, I'd like to share that the Manage Workflows option is only available in QBO Advanced. For QBO Simple Start, Essentials, and Plus, we can turn the invoice reminder in the Reminders section which you followed.

 

 

On the other hand, we can also check your recurring transactions if you have and uncheck its automatic emails option. Please follow the steps how:

 

  1. Go to the Gear icon then select Recurring Transactions.

  2. Find the recurring template then select Edit under the Action column.

  3. Make sure that the Automatically send emails box is unchecked.

  4. When done, hit on Save template.

 

Moreover, with regard to the old invoice that you'd want the reminder to be turned off, we're unable to perform that individually. As a workaround, we can delete the invoice if this was mistakenly created.

 

Lastly, I'm including this article that'll help you in case you'd want to personalize the appearance of your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community forum is always open to cater to all your questions about invoice email reminders in QBO. Assistance is just a post away. Take care always.

F
fitzmiller
June 3, 2023

I have no recurring transactions and my invoice reminder has been off for four years, but now it is starting to send reminders. This is very irritating - get it to stop!

 

R
Rea_M
June 3, 2023

Hello there.

 

I can see the urgency of getting your invoice reminder issue resolved. Let me redirect you to the best help available.

Since your invoice reminder error continues, even if you have no recurring transactions and turned off the reminder feature, I encourage you to reach out to our Customer Care team. They can create a case to investigate this matter and provide the appropriate fix so you can send sales forms accordingly. 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 (Send a message / Chat or Get a callback / Callback).

 

Once everything is all set, you may also want to check out one of our Help pages to guide you in managing your company's income and customers in QBO: Sales and customers help for QuickBooks Online. It includes topics about sales transactions, processing payments, and customizing forms, to name a few.

 

Please feel free to leave a comment below if you have other concerns about managing invoices and income transactions in QBO. I'm always ready to help. Take care, and I wish you continued success.

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