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KAT251
Level 1

Invoicing without email address

Hi,

 

We have also just set up with quick books moved from Invoices to go. this so frustrating that I cant save and print without an email. Many of our elderly customers do not have email or just chose not to give it. Is there any movement on this being resolved? I have needed to send to my email for now. We have quickbooks self employed- using our desktop not App yet. 

Jen_D
Moderator

Invoicing without email address

It's nice to see you here, @KAT251,

 

We recognize the urgency to view or print invoices without customer emails in QuickBooks Self-Employed UK. As a workaround, you can use a dummy electronic mail address for it to work.

 

We don't have the timeline on when our engineers will release new features. Rest assured, this feedback is forwarded to the Development team for consideration in future updates. They strive to meet the needs of our customers by reviewing the requests sent to them.To stay updated on all QuickBooks news and product updates, you can view the details through here: QuickBooks Blog.

 

If you need additional help with QBSE, just click the Reply button below. I’ll be more than happy to provide further assistance. Have a lovely day!

 

AndrewEle
Level 1

Invoicing without email address

It is incomprehensible to me and unprofessional on your part that there is no option to make an invoice without an email client in Self-employed!?
I just installed your application and I see I made a big mistake. All other accounting applications have this option, from what I see I paid for the imperfect and flawed goods.

Ashleigh1
QuickBooks Team

Invoicing without email address

Hello AndrewEle, 

 

Welcome to the Community page, 

 

Within the self-employed product, you are unable to create invoices without putting an email address in to then be able to save it in the system. We can pass the feedback onto our product engineers about this. 

AndrewEle
Level 1

Invoicing without email address

You've been giving product engineers feedback for over a year, but what I see nothing happen.

This product should be marked that their basic operations are omitted.

GeorgiaC
QuickBooks Team

Invoicing without email address

Hi AndrewEle, 

 

We appreciate that this is a product limitation for you. The way the self-employed product is designed is different to our small business products in that they are non-posting. The invoice section on QBO self-employed is solely purposed to send invoices to customers and does not feed into any other area of the product, and any income received from an invoice should be recorded separately on the transactions tab. We understand some customers may wish to enter invoices here for a log of records and as such the workaround to this would be to enter a business/personal email address. 

 

Thanks

 

 

 

TheRealMe
Level 1

Invoicing without email address

In QB online; For those making their fist invoices or recreating invoices you are not clicking on a save and "close" button because on the new invoice it's a "save and SEND" button. You cannot send without an email address thus the error message. Just hit the "save" button.

rradfordsli
Level 2

Invoicing without email address

It's March 2021 and I'm baffled that this hasn't been implemented yet! I am new to quickbooks, and missing such basic functionality isn't a great first impression. Many clients don't want invoices emailed to them - they either are handed in physically in person, or uploaded to a portal. Why shouldn't we be able to create a PDF invoice and mark it as sent without needing to send to dummy emails or using workarounds??

Neil McMahon
Level 1

Invoicing without email address

Hi, the only option given is to save as draft and it will not save!!!! How can this be done please. 

Ashleigh1
QuickBooks Team

Invoicing without email address

Hello Neil, can we ask which QuickBooks it is you are using with us at QuickBooks, is it one of our online accounts or  our self-employed accounts? 

Lucy Charlotte
Level 1

Invoicing without email address

Same, mine wont either!

GeorgiaC
QuickBooks Team

Invoicing without email address

Hi Lucy, thanks for joining this thread - if you're using QB Self-Employed an email is required to save the invoice, this can be a personal email if you don't wish to send this to the customer :)

TWoods96
Level 1

Invoicing without email address

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.

Ashleigh1
QuickBooks Team

Invoicing without email address

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. 

Tim Howard
Level 1

Invoicing without email address

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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