Hello there, tracey2972.
The option to send reminders without an invoice isn't possible in QuickBooks Online. You can generate an estimate and send it to your customer to keep them informed of the costs. When you're ready to invoice them, convert the estimate into an invoice.
Here's how:
- Click the + New.
- Select Estimate.
- Find your customer from the Customer dropdown.
- Set the Estimate date and the Expiration date.
- Enter the products and services you plan to sell.
- Enter any other info you need.
- Once done, hit Save and close or Save and send.
Convert an estimate to an invoice:
- Go Sales menu, then All Sales tab.
- Find the estimate.
- In the Action column, click Create invoice.
- Select Remaining total of all lines option if you want to create invoice on the entire estimate amount.
- Choose Create invoice.
- Make any changes to update the invoice.
- Check the customer field and ensure the invoice is going to the right person.
- Make sure there's a linked Estimate link on the invoice. This shows the converted estimate. QuickBooks won't create a separate transaction.
- Once done, hit Save and close.
For your reference, you can read this article for a complete guide: Create and send estimates in QuickBooks Online.
In addition, I've added this resource for future reference about recording sales transactions in QuickBooks Online: Record invoice payments in QuickBooks Online.
Please let me know if you require any additional assistance with QuickBooks. I'll be here to help you.
