How do I turn off the automatic invoice reminders for my customers?

[ArcSportPerform]

The title of this thread has been edited from the original: Invoice reminders

In the description of how to turn off email reminders for invoices, I went to settings for invoices and unchecked the reminder notifications. However, the description of this action suggests that this only turns off email reminders to me that reminders have been sent. Does this also stop sending email reminders to pay invoices to my clients? If yes, the description may need to make that clear. If not, how can I make sure my clients do not receive reminders about paying invoices?

[Stacelyn24 · Accepted solution]

Great question — it can definitely be a little confusing the way it’s worded. You’re right that unchecking the box under Invoice Settings > Notifications only stops you from getting notified when reminders go out — it doesn’t stop clients from receiving them.

If you want to turn off reminders for your clients, you’ll need to do it on each invoice manually. When creating or editing an invoice, scroll down to the Payment Schedule section, click Edit, and you’ll see an option to turn off automatic reminders.

[Minion]

Hey @ArcSportPerform 

Do you happen to o have a link of the article that you read so we someone can look at that and potentially correct the wording.  

As for the reminders in the invoice Settings, as long as you have that turned off, customers will not receive an automatic reminder (set to your specifics) after an invoice is past due.  So as long as you have that turned off you will be all good.  You can still manually send a reminder to your customer as well. 

[Stacelyn24 · Accepted solution]

Great question — it can definitely be a little confusing the way it’s worded. You’re right that unchecking the box under Invoice Settings > Notifications only stops you from getting notified when reminders go out — it doesn’t stop clients from receiving them.

If you want to turn off reminders for your clients, you’ll need to do it on each invoice manually. When creating or editing an invoice, scroll down to the Payment Schedule section, click Edit, and you’ll see an option to turn off automatic reminders.

[Minion · Accepted solution]

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@Stacelyn24 wrote:

Great question — it can definitely be a little confusing the way it’s worded. You’re right that unchecking the box under Invoice Settings > Notifications only stops you from getting notified when reminders go out — it doesn’t stop clients from receiving them.

If you want to turn off reminders for your clients, you’ll need to do it on each invoice manually. When creating or editing an invoice, scroll down to the Payment Schedule section, click Edit, and you’ll see an option to turn off automatic reminders.

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Wow, yeah I was clearly confused there as well.  Didn't properly comprehend the questions. Thanks for jumping in @Stacelyn24 

You can also just create a template and turn the reminder setting off there ( be sure to click Save Template after) so you won't have to do said action each time. @ArcSportPerform 

[tranguyen]

The steps @Stacelyn24 and @Minion provided are exactly what we'd recommended when it comes to setting up and turning off automatic reminders send to your customers, @ArcSportPerform.

I'll go ahead and mark their answer as the solution for now. However, if you've followed the instructions above and are still seeing reminders being sent out, please don't hesitate to reach out again!