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angelina2
October 29, 2020
Question

How do I turn off automatic emailing of invoices. I do not need to have my invoices emailed. How do I stop this.

  • October 29, 2020
  • 2 replies
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2 replies

katherinejoyceO
katherinejoyceO
October 30, 2020

Welcome to the Community, @angelina2. It's my pleasure to answer your first post. 

 

I'll show you how to turn off automatic invoice reminders in QuickBooks online. Here's how: 

 

  1. Go to the Settings menu, then select Account and Settings.
  2. Click the Sales tab, then go to the Reminders section and select the Pencil icon to edit your preferences.
  3. Turn off Automatic invoice reminders by toggling the button to the left. Then, click Save. 

 

For more insights, check out this article: Automate invoice reminders in QuickBooks Online. It also includes steps on how to send invoice reminders manually. 

 

Just in case, you can also read through this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. It helps you learn about some ways to personalize sales forms and email messages. 

 

I'd be delighted to assist you some more on your next post here in the Community, @angelina2. Take care.

    A
    angelina2Author
    October 30, 2020

    Hi. Thanks so much for your reply.  The problem I am having is that it seems that QB is now emailing the invoices as I bill them but I dont want to have an email sent.  How do I disable that?

      Adrian_A
      Adrian_A
      October 30, 2020

      Thanks for getting back to us, angelina2.

       

      We can select the Save and close button when sending an invoice. This way, the system will not send the transactions, but it will be recorded.

       

       

      Also, if you want to let your customer pay the invoice online, you can send an online invoice. Here's an article for more information: Take and Process Payments Online.

       

      I'm just around the corner if you need help. Take care!

      T
      ttchs
      March 21, 2023

      We have 300 member In every quarter each member get invoice automatically. We want stop emailing invoice for all the member. How can stop sending invoces for all member in one setting 

      JaeAnnC
      JaeAnnC
      March 21, 2023

      It's great to have you here today, @ttchs.

       

      Let me guide you in modifying your recurring invoice in QuickBooks Online (QBO), so you can prevent them from automatically sending to customers.

       

      In QBO, you can edit a recurring invoice from Scheduled to Reminder or Unscheduled to stop your invoices from being sent to your customers' emails. To do that:

       

      1. Go to the Gear icon and select Recurring transactions.
      2. Click Edit on the recurring template.
      3. Set the Type to Reminder or Unscheduled.
      4. Select Save template.

       

      Changing the type to Reminder makes a schedule alerting you to create transactions. These aren't sent until you decide to create and send them. 

       

      On the other hand, Unscheduled transactions are kept without a schedule with partial or full data. Nothing happens to this type of template until you choose to use it.

       

      Furthermore, you'll want to personalize the appearance of your sales forms so they would look appealing to your customers. You also get to decide which information to include when emailing them.

       

      Let me know if you need anything else about emailing invoices. The Community is here to help anytime. Stay safe, and have a wonderful day!

      L
      limoplusinternat
      December 4, 2023

      I also tried to avoid automatic emailing when I create Sales receipt .But It s not worked. How can iI do that.

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