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usermsafran
January 11, 2021
Solved

When I update an invoice I don't want the customer to see the changes, How do i turn that off?

  • January 11, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by mazar

Hello,

 

If you send your customer "Online Invoices" then when you make a change to it, they will see that change if they go back to the emailed invoice and refresh the page again.  You cannot turn that off.

 

If you select HTML invoice or Plain Text invoice. Then if you change an invoice you have already sent to your customer, they will not see the change unless you re-email them the updated invoice.

 

You can check your settings for invoice options under Gear Icon/Account and Settings/Sales/Online Delivery (Additional email options for invoices)

2 replies

M
mazarAnswer
January 11, 2021

Hello,

 

If you send your customer "Online Invoices" then when you make a change to it, they will see that change if they go back to the emailed invoice and refresh the page again.  You cannot turn that off.

 

If you select HTML invoice or Plain Text invoice. Then if you change an invoice you have already sent to your customer, they will not see the change unless you re-email them the updated invoice.

 

You can check your settings for invoice options under Gear Icon/Account and Settings/Sales/Online Delivery (Additional email options for invoices)

M
Michellegb
September 27, 2021

Hi , so do you change the additional email options for the invoices to plain text , amend the invoice and change this back when amended invoice?

 

cheers Shell

KlentB
KlentB
September 27, 2021

Hi there, Michellegb.

 

Let me share additional information about how invoices work in QuickBooks Online.

 

As mentioned above, if the invoice you've sent is plain text or HTML, your customer won't be able to see the changes as long as you don't email it again to them. Instead of selecting Save and send, you'll have to choose the Save and close or Save option so the updated invoice won't be sent. Here's how:

 

  1. Go to the Sales menu.
  2. Select the Invoice tab.
  3. Find the appropriate invoice and then open it.
  4. Make the necessary changes.
  5. When you're done, click select Save and close or Save.

In addition, here's an article that you can read to learn how to personalize and design your invoices in the program:  Customize sales forms.

 

Keep me posted if you need more help in editing your other sales transactions. Have a pleasant day ahead.

H
HeatherCarver
November 3, 2021

The only way they'll even see the changes, is if they click on the link in the email to view the invoice.... QB doesn't automatically send an email every time you make changes to the invoice.... UNLESS you specifically click the "Save & Send" button (instead of the "Save" button), which will just send out another email to them with the updated info. I did notice that even though there's the original email that shows the original amount, when you click the link to get to the invoice, it only shows the updated invoice. It DOESN'T show the specific changes, which is nice.

    M
    Michelle FMW
    April 28, 2022

    If you use a recurring invoice and the box next to "Automatically send email" is checked off, your customer will see the changes you make to the invoice.

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