Opt out of auto-invoicing - reminders

Question asked by Mike Smith 9 years ago

Hi. I have Clearbooks to automatically email clients before their bill is due and also 7 days after.

it said when setting up that this feature could be turned off for specific clients.

can someone please direct me to where I can turn this off.

Ta Mike

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2 Replies

Hi Mike. Go to Sales > Customers and select the edit icon, next to the customer you want to turn off the email notifications for. In the side-menu there is an option called Reminder Settings. Select your preferences in the drop-down boxes and save. I hope this has been helpful.

Best answer
9 years ago

Brilliant thanks.. All sorted.

9 years ago

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