My client does not want the email sent by QB when I hit SEND. Too many steps required for them to get to PDF. They want me to email a ready to print PDF invoice. But I can't create and save an invoice without clicking on SEND at the end.... which then sends the unwanted email from QB to my client.
I've got some steps to resolve this concern, Louisinteriors.
Creating an Invoice in QBSE requires an Email Address. In your case, I'd suggest using your email in creating an Invoice. This way, you can download the ready-to-print Invoice and sent it to your client.
Please see the screenshots below:
The Community team is always here if you have other questions. Keep posting!
Thanks. Yes I thought of that too but unfortunately my email address is then printed below the name and address of my client on the "BILL TO" side of the invoice as if that is their email address. This then looks like I made an error with their details on the invoice.
I like the way the RECEIPT processing works where QB asks whether to "email" a receipt or "Skip". It'll be nice if invoicing had the same option.
I'll personally send this product suggestion to our development team, Louisinteriors.
You can also fill in your client's information so it'll show up on the BILL TO field. Instead of clicking Send invoice, choose Save as draft. On the list of Invoices page, click the drop-down arrow beside Send invoice, then select Export as PDF. After that, Send the saved PDF file to your customer.
Reach out to me if you need further help. Have a good one!
I have the same issue. The suggestion you make does work but then leaves the invoice in draft status, which then doesn’t show up properly elsewhere as sent and awaiting payment.
Really needs an option to be able to save without sending.
Thank you for joining this thread, Simon Wrigley.
I've got the workaround so you can save the invoice.
The option to save the invoice without sending it to your customer is currently available in the QBSE US version.
What you need to do is send the invoice to your email. This way, it won't remain as draft in your account. Once done, make sure to enter the original email of your customer to avoid confusion moving forward.
Feel free to read through this article: Create an invoice in QuickBooks Self-Employed. It provides instructions and detailed steps for your guidance.
I also suggest going to your Labs to see latest news and updates of QBSE. Simply click the Gear icon, then select Labs under About you.
If there's anything I can help you with creating invoices, please let me know. I'm always around here in the Intuit Community to help.
Hello, @Kevin DeRita.
I appreciate you explaining how it would help you out. While the ability to send the invoice as a PDF attachment isn’t currently in our development roadmap, we are working on big improvements that will be helpful for the majority of our customers, and you’ll see those rolling out soon.
You can save the invoice as draft and export it as a PDF file.
Once completed, you can send the invoice as a PDF attachment to your customer using your email address outside QuickBooks.
Let me know if you have other questions. I'm just a few clicks away.
Hey there, @Kevin DeRita.
As mentioned by my colleague, the option to send invoices via PDF is unavailable at this time. Every business has a different structure and needs, so I know how beneficial sending invoices via PDF is.
We take customer’s suggestions as an opportunity to guide us on which area of the product we need to improve on. On your behalf, I’m passing this one on my end for consideration in future enhancements.
You can also visit the QBO Blog and register to our Newsletter to receive email updates about the product and the latest applications added in QBO.
Let me know if you have any other concerns or questions. I’m here ready to assist further. Have a good one.
I have this issue too. Most of my customers have expressed annoyance at this, many have said they cannot download the invoices. It is not obvious for many people how to do it. I want to be able to send a PDF invoice from my phone instead of waiting to get home and doing it on a laptop They have all have asked for a PDF to be emailed directly. This program is supposed to save me time and is creating additional workload. Often the difference is between being paid immediately and having to wait weeks. If this feature is not going to be made available I will have to look for a different product.
When is this issue going to be addressed? I need to be able to save invoices without sending them to the client. My invoices are brought in by hand to the customer with other paperwork and these emails will just confuse matters. I would like to be able to track the invoices, which the app doesn’t allow if the invoices are saved as a draft.
we need the option to save the invoice with out sending it to the customer.
Hi there, @RJN.
I can see the importance of being able to save a PDF file of your customers' invoices. Our developers are working to make the product more efficient and provide you the best customer experience.
QuickBooks is adding features based largely on the preferences we gather from our users. To stay in the loop, I encourage you to visit our Intuit Developer Blog. This site provides news, updates, and discussions about developments on our platform.
My doors are always open to help if there's anything else you need. Just drop a reply below and I'll make sure your taken care of.
I absolutely agree. This is a common sense feature that is missing. The only way that I found to workaround this problem is to: print the invoice with the client's address, scan and save the email as a PDF, then email the invoice. Afterwards, go back and email the invoice
to myself in order to get it out of my drafts so it can be reflected on my income and can be marked as paid when I receive payment. Ridiculousness. Please fix this Quickbooks.
Hello there, benthepi,
Thank you for sharing the workaround you're using to make this work. Our engineers are reviewing this to make QuickBooks better.
We value all of your feedback and suggestions to improve the features we offer.
The workaround you provided will also help the other users who'll come across this thread.
If you have other suggestions. I'm all ears. Just leave a reply below.
Another problem with this workaround is that the invoice will again show as "Draft" status once you edit the email to reflect the client's. Therefore, you have to send the email to yourself once again and have it in your system showing your own email address.
We appreciate you for being diligent to find a workaround on your own, benthepi.
It's helpful to other users who might read and follow your recommendation. Yes, you're right, once you send the invoice to your email it won't remain as a draft in your account. Then, make sure to enter the original email of your customer to avoid confusion moving forward.
For more details about creating an invoice, you can check out this article: Create an invoice in QuickBooks Self-Employed.
Feel free to go back to this thread if you need anything else with your invoice transactions. I'm always here to help.
At the very least allow us to save an Invoice with status of "Sent" or "Active", instead of in this "Draft" purgatory. Who was the Product Manager that thought it made sense to require every invoice to be emailed??
I'm having this issue as well and it is incredibly frustrating. There needs to be an option to "Send as a PDF attachment". Other invoicing platforms do this, like Zipbooks, and it would be in QB's best interest to add this feature.
It is very frustrating. The workaround takes too long and gets old repeating the extra steps after awhile. I have to print it with my client's email, change the email address, send it to myself and delete the email. Afterwards, scan the printed invoice then send as a pdf. It's a common sense feature. You would think it would be easy to fix. Otherwise, the app is great.
Same problem. Creating a PDF of an invoice falls under the category BASIC FUNCTION 101. Something is really wrong when paying customers have to settle on clunky workarounds for something as simple as creating a PDF of an invoice in bookkeeping software. It's crazy to think that developers chose NOT to provide this option to us. It just shows contempt for the customer. Get your act together INTUIT.