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Hello there, @rradfordsli-yaho.
Let me share some information on how your invoices are manage in QuickBooks Self-Employed.
Currently, QuickBooks Self-Employed invoice feature is simplified version. The ability to save the invoice without sending it is not available. However, you can create a dummy email address then use it to all of your customers' invoices.
Once completed, you can export the invoice as a PDF file.
From here, you can upload it to your customer's portal. You can read through this article to help you manage your invoices: Create invoices in QuickBooks Self-Employed.
Visit us here again if you have other questions or concerns. I'm always here to help.
Hello there, @rradfordsli-yaho.
Let me share some information on how your invoices are manage in QuickBooks Self-Employed.
Currently, QuickBooks Self-Employed invoice feature is simplified version. The ability to save the invoice without sending it is not available. However, you can create a dummy email address then use it to all of your customers' invoices.
Once completed, you can export the invoice as a PDF file.
From here, you can upload it to your customer's portal. You can read through this article to help you manage your invoices: Create invoices in QuickBooks Self-Employed.
Visit us here again if you have other questions or concerns. I'm always here to help.
Yes, I've seen posts about a workaround. I don't understand why, several years after this has been brought to your attention, there isn't an option to save an invoice without an email, and then a drop down option to mark as sent. It's not complicated!
What an absolute shambles! "here is a cheating workaround our system that you look like you have filled out an invoice wrong to a customer"
Quickbooks - you are absolutely useless!
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