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Z
Zalmy
November 17, 2020
Question

Can I turn off automatic invoice reminders by customer/invoice?

  • November 17, 2020
  • 3 replies
  • 0 views
I have a customer on a payment plan and would like them to stop getting reminders. But all other unpaid invoices should continue getting reminders.

    3 replies

    R
    rvrfrf
    November 17, 2020

    Thanks for reaching out to the Community, Zalmy.
     

    You can turn off reminders for a recurring invoice by editing it and unchecking its automatic emails option.
     

    Here's how:
    1. Use your Gear (⚙️) icon, then go to Recurring Transactions.

    2. Find the recurring template and click Edit.
    3. In your Options section, untick Automatically send emails.
    4. Select Save template.


     

    Now your customer won't get automated notifications and other invoices will stay as they are.
     

    You'll be able to find many resources about using QuickBooks in our help article archives.
     

    If there's anything else I can assist with, please feel more than welcome to reach out anytime. Have a lovely day!

    Z
    ZalmyAuthor
    November 25, 2020

    Thank you for your help, ZackE.

     

    I do not need to turn off emails for recurring invoices. I would like to turn off reminders for an existing invoice that is being paid off in installments. Is that possible?

     

    Thanks again

      M
      Maybelle_S
      November 25, 2020

      Yes, we can turn it off, @Zalmy.

       

      We can turn off the auto invoice reminder by going to the Gear icon in QuickBooks Online (QBO).

       

      Here's how:

      1. Go to the Gear icon.
      2. Under Your Company, select Account and settings.
      3. Click the Sales tab.
      4. Select the Reminders edit pencil icon.
      5. Click the Automatic invoice reminders to off.
      6. Select Save and then Done.

      If you need help managing your customers and sales, check out this article: Sales and customers.

       

      Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

      S
      SPSD
      January 29, 2021

      I have the same problem and would also like the ability to choose auto reminders for some, but not all clients.

        F
        fuhwuh
        March 1, 2021

        Given how long QBO has been in use and the quantity of users, I'd think you'd want to give us what we need.  We NEED to be able to turn this feature off for particular customers.  It's more work than necessary for us to have to select the individual invoices to send reminders for - we like the automation of it.  Certain customers don't require reminders for invoices - those who have payment plans in place or other arrangements.  Why can't there be a radial button added to our customers for this feature to be toggled on/off?  

          T
          TG2021-1
          August 6, 2021

          Yes having same issue. Please guide how to turn off reminder for specific customer. 

            J
            JW2020
            May 29, 2023

            Additional to the OP's request, this feature should be based on payment.  My customer's should not be receiving a payment reminder if they've already paid.  Quickbooks seems to be behind the times.  Not only were we forced to the online version, but it's extremely lacking.  Many of the feature requests are not only present in other book keeping software, but were present within the desktop version; which I can only assume we were forced from out of greed, quadruple the money yearly for 25% of the features. 

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