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dwebster-greenci
November 24, 2022
Question

How do I turn off the automated "Invoice needs attention" notifications being sent to our customers every month?

  • November 24, 2022
  • 3 replies
  • 0 views
This only started happening recently. Never happened before and we did not change any settings. All our customers are automaticall charged to their credit card.

3 replies

J
jamespaul
November 25, 2022

Hello, dwebster-greenci.

 

I'd like to help but I need more details from you. 

 

Did you set up an automatic reminder before? Or were the invoices already paid but they have a Needs Attention notification on your Dashboard? In addition to the Dashboard, what happens when you click the Needs Attention notification? 

 

I'd appreciate if you could provide more details about this. This way, I'll be able to lay down the steps to help you take care of the automated notification. 

 

Looking forward to your reply. 

D
dwebster-greenciAuthor
November 25, 2022

Good morning.

First let me preface this by saying this only started happening in the last 3 months. We did not alter or change any settings and we have 8 other QBO subscriptions and this is not happening in any of them.

Did you set up an automatic reminder before?

We have in the past but in this case nothing was set up or changed. 

 

Or were the invoices already paid but they have a Needs Attention notification on your Dashboard?

Invoices are automatically paid. We have the customer's credit card on file for auto-payment. They are all billed monthly. We typically run our invoices around the 6th of the month and they are dated the last day of the previous month. Since all customers are set up as "Due on receipt", we thought this might be the issue. But the messages still go out to customers. So it did not resolve the issue.

 

In addition to the Dashboard, what happens when you click the Needs Attention notification?

Nothing shows on our dashboard. We get copied on the same invoice message. It goes to our designated email but there's nothing to click on.

 

I hope you can offer some suggestions.

J
JamesAndrewM
November 25, 2022

Thank you for getting back to us.

 

This is not the kind of experience we want you to have. Allow me to direct you to the right person to contact to get the help and support you require.

 

To speak with one of our QuickBooks Merchant Support Team, scroll down to the bottom of the article and see their contact information.

 

I also recommend reviewing some of our commonly asked payment questions through this article: QuickBooks Payments FAQ.

 

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT.

 

Feel free to drop by the Community whenever you need further assistance. Have a good one!

D
dwebster-greenciAuthor
November 30, 2022

Can someone please give me an answer I can understand on this? Just direct me where I should go in QBO to change the settings.

katherinejoyceO
katherinejoyceO
December 1, 2022

Thanks for coming back to us, @dwebster-greenci. 

 

I can only suspect a browser-related problems as you've mentioned that it happened suddenly. 

 

Often times, too much accumulated cache in your browser can cause unexpected behavior. Thus, the alert status in your dashboard is showing. We can clear this out by performing some basic troubleshooting steps. 

 

To get started, use a private browser or incognito window to access your account in QuickBooks. You can use these keyboard shortcut keys below according to your browser preference:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Check if the notification is still there. If it's gone, clear the cache in your web browser. Otherwise, try using a different supported browser. 

 

If the issue persist, I'd recommend contacting our Customer Care team to help you check this problem and help you fix it. 

 

You're always welcome here in the Community to post again. We're always around to help. Have a great day.

D
dwebster-greenciAuthor
December 2, 2022

Definitely not browser related. This is an automated message that is just recnetly being sent out from QBO to our customers advising them that there is an invoice requiring their immediate attention. See attached screen shot of the message being sent out.

 

This is clearly a message that we should be able to change, which is all we want to do here. Not rocket science. But we cannot find anything withing QBO that even remotely suggests there is a message going out. Please look at the thread of my previous replies that explains the problem. 

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pbjmarketing
February 28, 2023

I had the same problem. Then, a while back, I recalled QB prompted me if IO wanted to set up email reminders for upcoming invoices (not due or past due but about to be due). It was a simple click of a yes and the feature was turned on. Then I got a barrage of clients emailing me saying it was in the mail! I went into Reminders, and turned that off, but the problem persisted. 


This feature is NOT found under Reminders in Account Settings, as one would assume. This feature is mange under workflow emails. 

 

To turn off.. Go to GEAR icon >  Manage Workflows (under TOOLS) >  Hopefully, you will see the reminder and a toggle button to turn if off.

 
H
HNCPAs
October 25, 2023

Yes!  Found the setting under Manage Workflows and changed it.  Thank you!

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