How do I ensure that invoices do not get sent automatically to my clients?

Hi there Cher Bear,

It's important to have the option to choose when you send your invoices to your customers or clients, as well as the option to have them send automatically. Luckily, QuickBooks Online gives you both options and I'm happy to go over them both with you.

When creating an invoice from the + New button, you'll notice a green button in the bottom right corner. When you access the dropdown menu by clicking the small arrow within that button, you'll find several different options for saving your invoice. They are:

• Save and send: Saves your invoice and sends it directly to your customer.
• Save and close: Saves your invoice without sending it to your customer and closes the invoice window.
• Save and share link: Saves your invoice and gives you a link to copy so that you can send the invoice to your customer when you're ready.

Since you don't want to send invoices to your customer automatically, I'd suggest using either Save and close or Save and share link. Whenever you're ready to send the invoice to your customer you can always view it from the Sales menu and choose the option to Save and send. 

If you've been using the Recurring Transactions feature in QuickBooks Online to create templates for invoices that you send regularly, I want to show you how you can make adjustments to your existing templates so that your invoices don't send automatically. To start off, you'll want to navigate to the Gear icon, then select Recurring transactions from the Lists column. Now you'll see all of your existing recurring transaction templates. To make changes, click Edit in the Action column of the transaction you want to edit.

There are three types of recurring transactions: Scheduled, Reminder, and Unscheduled. If you select the checkbox for Automatically send emails on your recurring invoice template, it'll be sent out to your customers automatically. If you notice that this box is checked off on your recurring invoices, simply uncheck the box. Now you'll be able to choose whether you send it by email once the invoice is created. Check out the articles below for more on creating and editing recurring invoices.

• How to create a recurring invoice and manage recurring transactions

• Edit a recurring template

If you have any additional questions, just ask! I'm here to help. Enjoy your weekend.