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arkvalleyinfo
October 16, 2018
Solved

How do I turn off email on invoices?

  • October 16, 2018
  • 4 replies
  • 0 views

QB will not let me save invoices without entering an email address. I dont email invoices, and dont accept online paymnets. How do I turn this off?

Best answer by IntuitJill

Hi jking, 

It's possible that you set up the customer's delivery method to email.

Here's how you can check the setup: 

  1. Click Customers from the left menu. 
  2. Select the customer name and click on Edit at the top right corner. 
  3. Click the Payment and billing tab. Set the Preferred delivery method to None.
  4. Click Save.

I've included a screenshot below for reference. 

This should de-select the Send later or email option on your invoices by default.

I hope this gets you what you needed today. Don’t hesitate to post again with any questions. Have a great day! 

4 replies

I
IntuitJillAnswer
October 16, 2018

Hi jking, 

It's possible that you set up the customer's delivery method to email.

Here's how you can check the setup: 

  1. Click Customers from the left menu. 
  2. Select the customer name and click on Edit at the top right corner. 
  3. Click the Payment and billing tab. Set the Preferred delivery method to None.
  4. Click Save.

I've included a screenshot below for reference. 

This should de-select the Send later or email option on your invoices by default.

I hope this gets you what you needed today. Don’t hesitate to post again with any questions. Have a great day! 

    A
    arkvalleyinfoAuthor
    October 16, 2018
    Didn't work. Still wants an email. Was already set to "none"
    H
    HayleyW
    April 7, 2022

    That solution did not work for me either. What I did to fix it was on the bottom right hand corner where it said "save and send" it has a down arrow and I chose "Save and Next"! I was so happy when I figured it out. I hope this helps. This allows you to save without sending an email. 

      L
      larry2
      October 16, 2018

      This just happened to me - preferred delivery method was already set to "None". However, when viewing the invoice, the Email Later box was checked even though I never use that feature. Unchecking the box allowed me to void the invoice.

        J
        jenjohnson
        January 2, 2020

        One silly thing I always forget is to select Save and Close vs. Save and Send.  If you select Save and Send it will require an email.

          JessT
          JessT
          January 2, 2020

          Other users forgot adding the customer's email too before hitting Save and Send, Jen.

           

          Just make sure to add their emails in their Customer Information pages, so they'll flow to the transaction page. This way, you can freely click the Save and Send without any warning.

           

          Let us know if there's something that bothers you when creating transactions for your customers.

           

          Have a wonderful day!

          T
          taylar02
          August 30, 2020

          You can turn the email off by clicking the arrow on the green Save and Send button at the buttom right.   Now switch  to (Save and New) You're all set.

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