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December 22, 2022
Question

Can I stop an invoice to be viewed by my customer until it is fully paid?

  • December 22, 2022
  • 1 reply
  • 0 views
stop customer from viewing invoice

1 reply

December 22, 2022

The only way I know of, is to just not send it in the first place. But then, how will they know what they owe, if you don't send it? 

Why would you not want them looking at it?  That doesn't make sense. 

December 22, 2022

Hi there, userluminantremodeli.

 

Thank you for visiting the QuickBooks Community. I'll be sharing different details on how you can stop an invoice to be viewed by your customer. Then, perform an alternative way to ensure you can achieve your goal.

 

QuickBooks Online has the feature to automatically send reminders to customers when the invoices are, or soon to be, overdue. If you're referring to this option, you can turn off the said invoice email reminders so you can stop the entry to be viewed by your customer.

 

Here's how:

 

  1. Go to Gear icon ⚙ and select Account and settings.
  2. Choose the Sales tab. Then, click  Edit ✎ in the Reminders section.
  3. Turn off Automatic invoice reminders.
  4. Click Save and Done.

 

You may open this article to see extra details on how automatic reminders works in QBO: Send invoice reminders automatically or manually in QuickBooks Online.

 

However, if the said option is already disabled and you want to prevent the invoice from being viewed by the customer after you manually send it, this is currently unavailable. This is because the purpose of sending the entry is to ensure that the receiver knows how much they will pay.

 

For now, you can manually send the total amount of the invoice to your customer via email, and don't send the actual invoice through QBO. Then, you can partially record the invoice payment so QuickBooks applies the payment to the invoice line items in an order. Additional payments apply to the next line items until the payment is complete or fully paid.

 

Lastly, you may refer to this article to see various details on how the Sales page shows you a great at-a-glance view of all the status of sales transactions like open and paid invoices: View sales transactions.

 

Don't hesitate to click the Reply button below if you have follow-up questions on this matter or referring to something else. Please know I'm always around to help with any QuickBooks issues you may be having. Have a good day, userluminantremodeli.