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jillbee
September 27, 2024
Question

Turn off email for all sales, invoices, etc.

  • September 27, 2024
  • 1 reply
  • 0 views
We are transitioning to QBO and want to enter all customer information, including email addresses, when we create invoices in QBO. However, we are still using our inventory system to track and print invoices to mail to customers. While we may want to invoice be email from QBO one day, we definitely don't want to accidentally send any for the forseeable future as that would confuse our clients. Is there any way to turn this off to ensure we don't accidentally send any emails to customers until we change our internal process?

1 reply

A
Amanda-B
September 27, 2024

Hello, jillbee.

 

Thanks for reaching out to the Community for support. Id be happy to provide some information.

 

The option to turn off sending emails, isn't available in QuickBooks. However, when creating sales forms, instead of choosing "Save and send" you'll have the option to chose "Save and close. You can find this by clicking on the drop down arrow beside "Save and send". 

 

I can see how being able to turn off this feature would be something youd like to see, so I recommend leaving feedback for our developers. Comments are viewed and considered as they create new features and updates for  the software.

 

If you have any other questions, feel free to reach back out here. I'd be happy to help.

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