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arkvalleyinfo
Oct 16, 2018 12:43 AM UTC
Solved

How do I turn off email on invoices?

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?

IntuitJillAnswer
Oct 16, 2018 12:43 AM UTC

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! 

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17 replies

IntuitJillAnswer
Oct 16, 2018 12:43 AM UTC

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! 

    arkvalleyinfoAuthor
    Oct 16, 2018 12:43 AM UTC
    Didn't work. Still wants an email. Was already set to "none"
    HayleyW
    Apr 7, 2022 11:20 PM UTC

    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. 

      larry2
      Oct 16, 2018 12:43 AM UTC

      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.

        jenjohnson
        Jan 2, 2020 9:09 PM UTC

        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
          Jan 2, 2020 9:47 PM UTC

          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!

          taylar02
          Aug 30, 2020 2:52 AM UTC

          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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