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TB201
November 30, 2022
Question

Adding tag to invoice after it has been sent to customer

  • November 30, 2022
  • 1 reply
  • 0 views

I have invoice I sent to customer`s email via QBO. I forgot to tag the invoice, and I want to add a tag after invoice has been sent. When I add it, and want to save invoice, I get message that customer will see changes I made. Is there a way to turn this off? I don`t need to resend the invoice to customer, tag is only for my records.

Thank you! 

1 reply

Candice C
Candice C
November 30, 2022

Good morning, @TB201. 

 

It's great to see you back in the Community starting a new discussion about adding a tag to an invoice. I'd be more than happy to show you how to add the tag to an invoice without sending the customer another email with the sales form. 

 

It's a simple process. After adding the specific tag to the invoice, all you need to do is select Save and New at the bottom of the right-hand corner instead of Save and Send. 

 

Note: You may need to press the drop-down menu beside Save and send before the options will show. 

 

This should do the trick. If you're still running into trouble when saving the invoice, come back and let me know. Have a great day! 

T
TB201Author
December 1, 2022

I was doing "Save and Close", but get this message "Every time you save an invoice, your customer will see it updated on the online invoice page."

 

K
Kurt_M
December 1, 2022

I appreciate you for coming back here in the thread, @TB201. I'll share some details about adding tags to an invoice in QuickBooks Online (QBO).

 

I appreciate you for coming back here in the thread, @TB201. I'll share some insights about adding tags to an invoice in QuickBooks Online (QBO).

 

In QuickBooks, know that if you're adding a tag to an invoice you've already sent, your customer will receive a notification about the changes made to an invoice you've created. That said, if you don't want to let your customer know the changes you've added, you'll want to add the tag before sending the invoice to your customer.

 

Additionally, I've got you this article to help you manage invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

You can also check this page in case you'd like to customize a report to show specific data: Customize reports in QuickBooks Online.

 

Should you need further assistance managing your invoice in QuickBooks? Or do you have any additional QuickBooks-related concerns? Don't hesitate to click the Reply button below. I'll be happy to help you out again. Take care!

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