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Mar 27, 2021 8:43 PM UTC
Solved

Is there no way or marking an invoice as sent without emailing it? Or creating a PDF without an email being stored? Many of my clients use portals, and I need an invoice to upload but absolutely not to email

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IamjuViel
IamjuVielAnswer
Mar 27, 2021 11:00 PM UTC

Hello there, @rradfordsli-yaho.

 

Let me share some information on how your invoices are manage in QuickBooks Self-Employed. 

 

Currently, QuickBooks Self-Employed invoice feature is simplified version. The ability to save the invoice without sending it is not available. However, you can create a dummy email address then use it to all of your customers' invoices.

 

Once completed, you can export the invoice as a PDF file. 

 

From here, you can upload it to your customer's portal. You can read through this article to help you manage your invoices: Create invoices in QuickBooks Self-Employed.

 

Visit us here again if you have other questions or concerns. I'm always here to help.

3 replies

IamjuViel
IamjuVielAnswer
Mar 27, 2021 11:00 PM UTC

Hello there, @rradfordsli-yaho.

 

Let me share some information on how your invoices are manage in QuickBooks Self-Employed. 

 

Currently, QuickBooks Self-Employed invoice feature is simplified version. The ability to save the invoice without sending it is not available. However, you can create a dummy email address then use it to all of your customers' invoices.

 

Once completed, you can export the invoice as a PDF file. 

 

From here, you can upload it to your customer's portal. You can read through this article to help you manage your invoices: Create invoices in QuickBooks Self-Employed.

 

Visit us here again if you have other questions or concerns. I'm always here to help.

Mar 28, 2021 8:25 AM UTC

Yes, I've seen posts about a workaround. I don't understand why, several years after this has been brought to your attention, there isn't an option to save an invoice without an email, and then a drop down option to mark as sent. It's not complicated!