Let me guide you in disabling the automatic invoice reminder in QuickBooks, satdish.
We can turn off the auto invoice reminder by going to the Gear icon in QuickBooks Online (QBO). Let me show you how:
Go to the Gear icon.
Under Your Company, select Account and settings.
Click the Sales tab.
Select the Reminders edit pencil icon.
Click the Automatic invoice reminders to off.
Press Save and then Done.
To learn more about sending automatic reminders to customers when their invoices are soon to be overdue, see the Automate invoice reminders in QuickBooks Online article. I'll attach some articles about handling clients transactions, sales forms, taxes, and other related topics:
I'm just one post away if you need a hand with creating recurring transactions or any QuickBooks-related. I'll be here to ensure your success. You have a good one.
Hi, can this be done per invoice or does this apply to every invoice? I have a regular customer who always pays at the end of the month they receive the invoice. Once they've acknowledged that the invoice has been received, I'd like to turn off the reminders for that invoice only as I know they've seen it and that they are good payers. Other customers are not so good and trustworthy and I wouldn't want their reminders turned off!
Thanks for getting involved with this thread, Martin_Valve. I appreciate your detailed information.
I can certainly understand how an ability to turn off invoice reminders per customer/invoice could be useful and have submitted a suggestion about it as of today.
You can also submit your own feature requests while signed in.
Here's how:
Use the Gear icon, then go to Feedback.
Enter your suggestion(s) in the Have feedback? window.
If necessary, attach a file with your Camera icon.
Select Next.
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.
For the time being, you can use the steps shared in RCV's post to turn off automatic invoice reminders. If you decide to turn them off, they'll only be sent for invoices when you manually send them.
I've also included a detailed resource about working with invoices which may come in handy moving forward: Create & manage invoices
Please don't hesitate to send a reply if there's any additional questions. Have a lovely Thursday!
Hi. Turning off invoice reminders does not work. There is an annoying reminder that pops up on the dashboard, that if clicked, will automatically send an overdue reminder to all customers with open invoices. HOW DO I STOP THIS POP-UP? It is too easy to accidentally click on it.
Having complete control over your reminders is important, and I understand the desire to prevent accidental clicks, especially with customer notifications.
In addition to turning off invoice reminders in your account settings, we can take one more step within your recurring invoice templates to ensure the dashboard pop-up is disabled.
Here is how to do it:
Click the Gear icon in the top right corner.
Select Recurring Transactions and review your list of templates.
For any Invoice template, click Edit under the Action column.
On the template setup screen, locate the Automatically send emails checkbox and toggle it off.
Click Save template.
Repeat this process for any other active recurring invoice templates.
After completing the tasks, reload the webpage to refresh your QuickBooks session and apply the changes. Then, check your dashboard to confirm that the reminder pop-up has disappeared.
Let me know if you have further questions.
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