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userjay
January 6, 2021
Solved

Can we stop the automatic sending of invoices?

  • January 6, 2021
  • 1 reply
  • 0 views
Our business requires us to create ongoing invoices for jobs that are often modified or added on to. We do not wish to have invoices visible by clients every time we save our work. How do we stop this from happening? Deleting client email address does not stop this from happenning.
Best answer by Ryan_M

Hi @userjay,

 

I'll handle this query for you about your invoices that are sent automatically to your clients. 

 

QuickBooks Online (QBO) doesn't have the feature to send invoices right after you edit them. If you click Save and send, then it's a different situation. Ensure you select Save and close for your invoices, so your changes aren't visible to your clients. 

 

Since you stated that you have jobs that you often modify, I suggest you view this article: Set up and send progress invoices in QuickBooks Online. It allows you to split an estimate into as many invoices as you need. 

 

Tag me in your comments below if you have other concerns with your QBO company. I'll handle them for you.

1 reply

R
Ryan_MAnswer
January 6, 2021

Hi @userjay,

 

I'll handle this query for you about your invoices that are sent automatically to your clients. 

 

QuickBooks Online (QBO) doesn't have the feature to send invoices right after you edit them. If you click Save and send, then it's a different situation. Ensure you select Save and close for your invoices, so your changes aren't visible to your clients. 

 

Since you stated that you have jobs that you often modify, I suggest you view this article: Set up and send progress invoices in QuickBooks Online. It allows you to split an estimate into as many invoices as you need. 

 

Tag me in your comments below if you have other concerns with your QBO company. I'll handle them for you.

P
paoloqbcaliforni
July 24, 2021

Can you please address the case in which invoices are created through API as described in this post:

Disable sending of emails

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