Hi there, wildwoodart,
I hope you're having a wonderful day!
QuickBooks Online allows you to send transactions to your customers so they can see what they owe.
Once you click the Send and close in the Send email page, there isn't an option to cancel it. On the other hand, you can hit Cancel if you're still on the same page. See the attached screenshot below for your visual reference.
You'll be routed back to the transaction page where you can select Save or Save and close. It will just record the entry in QuickBooks.
In case you want to customize your sales forms, check out the Import custom form styles for invoices or estimates for more details.
Let me know if you have follow-up questions. I'm always around whenever you need help. Thank you and take care always!
Is there a way I can enter invoices into quickbooks WITHOUT sending an email to the customer? I do not want to send invoices separately when they're entered. I save them as pdf's and send multiple to a client at once in one email instead of them having a separate email for each. If this function isn't available on this software I'm unable to use it.
Yes, there's a way to only record the invoices without sending them to your customer, @la14. This way, you'll have the option to email them as a batch at a later time.
When you create the invoice, check the Send later box since you don't want to send invoices separately. Then, click Save, Save and new, or Save and close at the bottom right of the page. Just repeat the process for other invoices. These will just record the entries in the program without sending them to your customer. View the screenshot below for your visual reference.
When you're ready, go to the All Sales tab so you can send multiple invoices to your client at once. I'll guide you how.
The screenshot below shows you the last six steps. For detailed instructions, see the Email or print multiple sales forms later section through this article: Emailing Sales Forms.
As always, you can customise the invoices before you send them to your client. It lets you personalise the forms to enhance your business' brand. For more details, visit this article: Customising Sales Forms.
You can count me in if there's anything else you need. Enjoy the rest of your day, @la14.
Thanks a lot Raymond I appreciate you taking the time. I should've specified I'm actually using the self employed version of quickbooks, apologies. I was looking at the wrong thread. Is this possible to do in self employed or do I need to upgrade. Thanks again & enjoy your day
It's good to see you back, la14. Thanks for keeping us updated and providing additional information.
QuickBooks Self-Employed (QBSE) features simple invoicing which helps create professional-style invoices for use in billing your clients.
As of now, when making an invoice, you'll have to email it to be saved. However, since you don't want to email it to your client, you can use your personal email instead. From there, you can download the invoice.
To know more on how Invoice feature works in QBSE, visit these articles:
If you have further questions in managing your QBSE account, let me know. I'm here for you. Have a great day!