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How can i stop auto invoices for customers who have a credit balance?

Forum|Forum|2 years ago
September 21, 2023
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I bill $75 to all members quarterly. Some members have prepaid the entire year by paying $300 in January, leaving a credit balance to be applied as the next 3 invoices are billed. I have automatic invoices going out when the invoices are generated. Is there a way to stop the auto email from going out if they have a credit balance (other than doing it manually until the credit is used).

QuickBooks Online

Best answer by CharleneMaeF

Yes, you're right, cwspringshoa.

We'll have to manually change the recurring transaction type to Unscheduled to stop the auto email from being sent to your customers. Then, let's turn it on again once you're ready to resume using it for future transactions.

I understand the importance of switching on and off the Recurring transactions feature. I encourage sending a feature request directly to our Product Development team. Doing so helps us improve your experience and the functionality of the program.

Here's how:

Go to the Gear menu and then select Feedback.
Type in your feature request in the description box.
Once done, click on Next.

Additionally, I've added these resources that'll help you modify your recurring templates and check all your recurring transactions and the accounts you linked them to:

You can get back on this thread to stay informed if there are any updates regarding the availability of the option. If you have any other questions about the recurring feature and other program's functionalities, please don't hesitate to keep us posted.

J

JamaicaA

Congratulations on receiving the prepaid payment from your members, @cwspringshoa. I'll guide you on temporarily ending a recurring invoice in QuickBooks Online.

I understand you bill your members $75 quarterly, and you received an advance payment of $300 that you'll use for the three invoices. To pause a scheduled template temporarily, update the template type to Unschedule. This way, you can use them when needed.

To proceed, follow the steps below:

Go to the Gear icon.
Select Recurring Transactions.
From the Recurring Transactions list, locate the invoice template, then click Edit.
On the Recurring Invoice template, choose Unschedule in the Type drop-down arrow,
Press Save template.

You can check out this article to learn how to update the items, customers, and company settings: Edit a recurring template in QuickBooks Online.

Here's a reference to guide you in accepting more revenues: Record invoice payments in QuickBooks Online.

This should stop sending the auto-invoice email to your members. Please let me know if you have other questions about handling receivables. I'm here whenever you need help. Have a great day.

C

cwspringshoaAuthor

So this is only done via a manual process? I don't want to have to "turn it off" and then "turn it on" once the credit is used up.

C

CharleneMaeFAnswer