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AJM0517
August 30, 2018
Solved

Invoicing without email address

  • August 30, 2018
  • 2 replies
  • 13 views

I have seen this question on several forums - but I can't find an answer that works.  How can I generate an invoice / credit note without putting in an email address?  I have tried the various solutions advised on the forums but so far none have worked (ie changing payment details to none or print later in the client account, using save and close instead of save and send). 

Best answer by AshH

Hi AJM0517.

 

Thanks for getting in touch.

 

When creating an invoice on QuickBooks Online you shouldn't need to enter an email address unless you are wanting to send this out to your customer. If you create the invoice and then click 'Save' or 'Save and Close' the invoice should save to your QuickBooks without needing an email address. The only thing you would need would be customer name. I have just tested this on my own QuickBooks Online account and it has allowed me to save the invoice without including an email address.

 

If you are getting an error message would you be able to send a screenshot of the page that is showing when you try to save without an email address.

 

Let me know and I will be back in touch shortly :)

2 replies

AshH
AshHAnswer
August 30, 2018

Hi AJM0517.

 

Thanks for getting in touch.

 

When creating an invoice on QuickBooks Online you shouldn't need to enter an email address unless you are wanting to send this out to your customer. If you create the invoice and then click 'Save' or 'Save and Close' the invoice should save to your QuickBooks without needing an email address. The only thing you would need would be customer name. I have just tested this on my own QuickBooks Online account and it has allowed me to save the invoice without including an email address.

 

If you are getting an error message would you be able to send a screenshot of the page that is showing when you try to save without an email address.

 

Let me know and I will be back in touch shortly :)

A
AJM0517Author
September 5, 2018

Thank you very much!  I don't know what I was doing before - but it is now working!

    J
    Jess W
    September 6, 2018

    Hi @AJM0517!

     

    Really pleased you had this resolved :smileyvery-happy:

     

    I would love to know more about what you do! Are you self-employed/own a small business?

     

    QB Community Home          Talk About Your Business 

             Find Inspiration     

    T
    TWoods96
    December 28, 2023

    I'm a QB self-employed user and having this same issue. It's now nearly 2024, has this issue been solved yet? I need to upload an invoice to an online portal without including an email address and as I'm not able to do this, what's the point in using quickbooks? This is something I'm going to have to do regularly, so frustrating.

      A
      Ashleigh1
      Level 14
      December 28, 2023

      Hello TWoods96, thanks for posting on this thread, it is still the case im afraid, you have to use an email address in order to save the invoice still. You can do what Georgia has said by using your personal email if you don't wish to send this to a customer so that you can save the invoice in your self-employed account. 

      T
      Tim Howard
      January 17, 2024

      So it is 6 years since this issue has been raised.

      It's obviously a simple thing to allow draft invoices to be "Marked as Sent" or "Mark as Paid".

      I suspect you just want us to move to QuickBooks online, but as you don't offer a seamless path to do that and all data must be exported and re-imported I might as well look at rival products too.

       

      Asking us to put our own or a dummy email results in a unprofessional looking invoice looking silly.

       

      I'm afraid I simply don't trust QuickBooks to send emails to my customers. At least a third do not arrive at all.  If they do arrive, then any customers using Outlook see a confusing mess. If it then gets forwarded to another department e.g. the finance department the link stops working.

       

      The only workflow that actually works is exporting the draft invoice to PDF, sending it, keeping a copy myself, and then deleting it when the customer pays. This loses all the reporting benefits but at least the invoices are guaranteed to arrive and they look sensible.

       

      At the end of this tax year I'll unfortunately be looking to jump ship. It's a shame that the lack of one simple and basic feature makes an otherwise sensible product very irritating to use. 

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