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Y
YPWW
August 18, 2023
Question

QBO sending email reminders to paid customers

  • August 18, 2023
  • 9 replies
  • 74 views

Why is QBO sending email reminders to customers that have already paid the invoice?

    9 replies

    A
    AileneAModerator
    Moderator
    August 18, 2023

    Let's turn off some features to stop QuickBooks from sending reminders automatically, YPWW. 

     

    It's possible that the automatic invoice reminder option may have been turned on, causing those automatic reminders to be sent out. To get you back in working order, let's turn off this option together.

     

    Here's how: 

     

    1. Click the Gear icon, then select Account and Settings.
    2. Select Sales from the left menu and go to the Reminders section.
    3. Toggle the Automatic invoice reminders option to turn it off.
    4. Hit Save, then Done.

     

    I'm adding this article to learn more about the feature: Automate invoice reminders in QuickBooks Online. 

     

    Another workaround is to delete the recurring template that you set up. To do this, you can check out this article for more detailed information and steps on how to delete it: Recurring Transactions in QuickBooks Online.  

     

     

    Feel free to add a comment below if you have other invoice-related concerns. I'll jump right back in to answer them for you. Have a good one.

    Y
    YPWWAuthor
    August 23, 2023

    Yes, I turned the automatic invoice reminder option off to stop the system from sending reminders to paid customers. It should only send reminders to outstanding customers.  Now, I will need to send reminders manually, because the system does not seem to be able to identify paid and outstanding invoices.

      A
      AileneAModerator
      Moderator
      August 23, 2023

      Hello, YPWW. 

       

      I've checked with my tools and found out that there is an ongoing investigation about Email reminders sent for previously paid invoices. Don't worry, our team of software engineers is working diligently to investigate the root cause of this problem. They are employing all available resources and expertise to identify the underlying issue and implement a prompt solution.  

       

      We completely understand how valuable your time is, and we are dedicated to resolving this issue as quickly as possible. Our top priority is to restore the full functionality of QBO so that you can access all the necessary features and tools to ensure the success of your business. Rest assured that we are doing everything possible to resolve this matter urgently.

       

      In the meantime, for those affected by Email reminders sent for previously paid invoices, please don't hesitate to reach out to our Customer Care Team. They will be able to add you to our list of affected users so that you can stay updated on our progress, keep you in the loop, and deliver updates as soon as they become available.


      Here's how to reach out to us:

       

      1. Click the (?) Help icon.
      2. Choose Talk to a Human.
      3. Enter your concern and press Enter.
      4. Hit, I still need a human.
      5. Select Contact Us to connect with our live support.
      6. Tap Get a callback.

       

      You may want to check about customizing your invoices before sending them to your customers. This helps you create sales forms that match your brand and make it more professional-looking.

       

      We appreciate your patience and understanding as we work diligently to resolve this issue as quickly as possible. If you have any further questions or concerns, please feel free to contact us. Have a great day!

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