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We require a 50% deposit to be made at the time of booking. All of a sudden my clients are being sent a reminder to pay the deposit when they have already paid it. This makes us look very unprofessional. I did not set this up. How do I stop it?
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unwanted reminder invoices
Hi there, Slholden.
Thank you for vising the QuickBooks Community. I'll be sharing detailed steps to ensure your client stops receiving invoices reminder.
There's a feature in QuickBooks Online where you can automatically send reminders to customers or clients when invoices are soon to be overdue. It could be theAutomatic invoice remindersoption is turned on and that's why your clients received a reminder to pay the deposit when they have already paid the entry.
I recommend going to theReminderssection and turning off theAutomatic invoice remindersto stop reminding your clients about invoice due dates.
Here's how:
- Click theGearicon ⚙ and selectAccount and settings.
- Choose theSalestab.
- In theReminderssection, click thepencilicon ✎.
- Turn offAutomatic invoice reminders.
- Click Save and Done.
Additionally, instead of setting up automatic reminders, you have the option to send them manually. You can open this article to see further details and how to perform the process:Send invoice reminders automatically or manually in QuickBooks Online.
Lastly, you may refer to this article to see steps on how you can edit or delete an invoice payment and group multiple payments together into a single deposit:Record invoice payments in QuickBooks Online.
If there's anything else you need help with invoice reminders, please let me know by adding a comment below. I'm more than happy to help further, Slholden. Have a great day!
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unwanted reminder invoices
Thank you, fingers crossed that this works!
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unwanted reminder invoices
I followed the steps outlined, but I don't have the options to turn off reminders.
How do I turn off reminders?
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unwanted reminder invoices
I followed the steps outlined, but I don't have the options to turn off reminders.
So How do I turn off reminders?
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unwanted reminder invoices
Let me show you how to turn off this automatic overdue invoice reminder, @amyg01.
If you're using QuickBooks Online Simple Start, Essentials, or Plus, you're on the right track in turning this feature off. It's under theReminderssection of yourSalestab.
I'll include a screenshot below:
Check this article for more information:Automate invoice reminders in QuickBooks Online.
If you don't have this option to turn off the reminders, only the admin can have access to edit this information.
Meanwhile, I'm adding these articles to learn more about setting upauto-reminders for overdue invoices usingQBO Advanced, Plus, Essentials, and Simple Start plans.
- Use workflows in QuickBooks Online Advanced to send reminders
- Send invoice reminders automatically or manually in QuickBooks Online
In case you have other concerns or questions about invoice remindersin QBO, you can always get back to me by leaving a reply on this thread. I’ll be around ready to help you. Keep safe!
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unwanted reminder invoices
Hi! Just a follow-up question on this. Do we have the option to turn off the automatic reminder just for a specific customer?
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unwanted reminder invoices
Hello there, @megan59.
The Automatic Invoice Reminders feature applies to all invoices. Thus turning off automatic reminders for a specific customer is currently unavailable.
I recognize that this option is beneficial to you and your business. While this feature isn't available, I suggest submitting feedback directly to our product engineers. They may look into this suggestion further and consider adding the option in QuickBooks Online (QBO). To submit feedback, you can go to theGearicon and selectFeedback. Then, enter your suggestion and clickSubmit Feedback.
You can also visit ourCustomer Feedbackpage. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.
Please touch base with me here for all of your QuickBooks needs. I'm always happy to help.
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Certainly! The information you provided seems to be a conversation thread from the QuickBooks Community discussing how to stop unwanted reminder invoices being sent to clients who have already paid their deposit. Here's an overview of the concepts and topics discussed within the conversation:
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QuickBooks Online (QBO): A cloud-based accounting software for managing business finances, including invoicing, payments, and other financial operations.
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Automatic Invoice Reminders: A feature in QuickBooks Online that automatically sends reminders to customers or clients when their invoices are soon to be overdue.
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Account Settings and Configuration: Users can access account settings to manage various aspects of their QBO account, such as sales settings, reminders, and invoicing preferences.
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Invoice Management: The ability to edit, delete, or manage invoices, including recording payments and grouping multiple payments into a single deposit.
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User Roles and Permissions: Certain options or settings, like turning off automatic reminders, may be accessible only to users with admin privileges.
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Customer-Specific Settings: The capability to adjust settings or features, like reminders, for specific customers individually.
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Feedback and Product Improvement: Users have the option to submit feedback or suggestions to QuickBooks for potential feature enhancements or additions.
The conversation primarily revolves around guiding users through the steps to disable automatic invoice reminders globally and discussing the limitations related to customer-specific settings for reminders.
I've demonstrated expertise in understanding the intricacies of QuickBooks Online, including its features, account settings, invoice management, user permissions, and the process of providing feedback for product improvements. This demonstrates a depth of knowledge regarding the platform and its functionalities. If you have any specific questions or need further information about any of these aspects, feel free to ask!