cancel
Showing results for 
Search instead for 
Did you mean: 
jking1
Level 1

How do I turn off email on invoices?

QB will not let me save invoices without entering an email address. I dont email invoices, and dont accept online paymnets. How do I turn this off?

Solved
Best answer October 15, 2018

Best Answers
IntuitJill
Level 3

How do I turn off email on invoices?

Hi jking, 

It's possible that you set up the customer's delivery method to email.

Here's how you can check the setup: 

  1. Click Customers from the left menu. 
  2. Select the customer name and click on Edit at the top right corner. 
  3. Click the Payment and billing tab. Set the Preferred delivery method to None.
  4. Click Save.

I've included a screenshot below for reference. 

This should de-select the Send later or email option on your invoices by default.

I hope this gets you what you needed today. Don’t hesitate to post again with any questions. Have a great day! 

View solution in original post

17 Comments 17
IntuitJill
Level 3

How do I turn off email on invoices?

Hi jking, 

It's possible that you set up the customer's delivery method to email.

Here's how you can check the setup: 

  1. Click Customers from the left menu. 
  2. Select the customer name and click on Edit at the top right corner. 
  3. Click the Payment and billing tab. Set the Preferred delivery method to None.
  4. Click Save.

I've included a screenshot below for reference. 

This should de-select the Send later or email option on your invoices by default.

I hope this gets you what you needed today. Don’t hesitate to post again with any questions. Have a great day! 

philjohndavis
Level 1

How do I turn off email on invoices?

Didn't work. Still wants an email. Was already set to "none"
danj
Level 1

How do I turn off email on invoices?

My QB's too, had 2 Customers with Email setting, won't let me save w/o an email, which the customer wants a paper bill. Even exited & came back in, no change. Setting says 'none', still wants an email. Does not let me edit.
dtinsley
Level 2

How do I turn off email on invoices?

We put 'MAIL INVOICE' in the Main Email address section for those invoices that are mailed.
larry2
Level 1

How do I turn off email on invoices?

This just happened to me - preferred delivery method was already set to "None". However, when viewing the invoice, the Email Later box was checked even though I never use that feature. Unchecking the box allowed me to void the invoice.

p moseng
Level 1

How do I turn off email on invoices?

I Don't think QB is getting what our problem is. I have gone though QB pro 2016 and it still wants to email unmarked customers Statements, even thou they want a paper statement. and if you don't put a proper email in address line the emailing stops the process all together.  Any help would be appreciated. I tried again to talk to QB but all they want is monies. I very tired of QB bugs in their software and does nothing to listen to customers. Been dealing with bugs since 2008 QB Pro.

Anonymous
Not applicable

How do I turn off email on invoices?

Hello p moseng,


We are here to help you. 

 

The recommended solution provided in the previous answer is to set the Preferred delivery method to None. If the customer is already in the correct setup, let's run the other solutions to fix this issue. 

 

First solution is to make sure the QuickBooks is on its updated release version. In QuickBooks, click on the Help menu then choose Update QuickBooks. By updating QuickBooks, it helps to install new product solutions for issues like this one.

 

Second one is to repair QuickBooks. Please see this article for the detailed steps: Repair or reinstall Microsoft .NET Framework. It restore QuickBooks' default functionality and remove unwanted behavior. 

 

Go ahead and generate the customer statement again.

 

Let us know if you need anything else. 

 

 

jenjohnson
Level 2

How do I turn off email on invoices?

One silly thing I always forget is to select Save and Close vs. Save and Send.  If you select Save and Send it will require an email.

JessT
Moderator

How do I turn off email on invoices?

Other users forgot adding the customer's email too before hitting Save and Send, Jen.

 

Just make sure to add their emails in their Customer Information pages, so they'll flow to the transaction page. This way, you can freely click the Save and Send without any warning.

 

Let us know if there's something that bothers you when creating transactions for your customers.

 

Have a wonderful day!

dawn49
Level 1

How do I turn off email on invoices?

I have this same issue,

I have had to resort to entering my own email which wastes time.

I use the web based version so should already be on the latest version, bug fixes etc.

 

so annoying

crummecm
Level 1

How do I turn off email on invoices?

In my desktop version, I went to Edit - Preferences - Send Forms - Company Preferences tab - Select "None" from the dropdown menu of the Delivery Method Default field. 

 

Finally, after two years of fighting with it, it is gone.

AWhitley
Level 1

How do I turn off email on invoices?

Is there a way to turn off all QBO invoice emailing instead of individually through each customer's settings?

We pdf our invoices and e-mail through Outlook to each individual client.  The only way to pdf our invoice properly is to click save/send option then print our color logo pdf invoice there.  I haven't found another way to pdf the invoice with proper formatting other than this.  Which of course sometimes leads to accidental emailing of the invoice.

taylar02
Level 1

How do I turn off email on invoices?

You can turn the email off by clicking the arrow on the green Save and Send button at the buttom right.   Now switch  to (Save and New) You're all set.

RoseR
Level 2

How do I turn off email on invoices?

I've created a good many new clients and jobs over the years without issue.  Somehow the last one I created seems to have defaulted to "email" for the invoicing.  I have tried changing to both the 'Mail' and 'None', exiting the program and coming back in each time, but to no avail.  I just upgraded to the 2021 version this week, so I'm not sure if that has anything to do with this, but it's VERY frustrating.  I, too, had to resort to letting it email the invoice to myself just so that I could move onto something else.  Just ridiculous.

HayleyW
Level 1

How do I turn off email on invoices?

That solution did not work for me either. What I did to fix it was on the bottom right hand corner where it said "save and send" it has a down arrow and I chose "Save and Next"! I was so happy when I figured it out. I hope this helps. This allows you to save without sending an email. 

texaspcdoctor
Level 1

How do I turn off email on invoices?

This started happening to my QuickBooks Desktop current version.  NO FIX STATED HERE WORKS.  How annoying!!!!

SarahannC
Moderator

How do I turn off email on invoices?

Hi texaspcdoctor, 

 

I know this isn't easy to deal with this. I want to share the solution you need and use your QBDT current version without challenges when saving an invoice or any transactions. 

 

First, let's update your QuickBooks Desktop to the latest release to have the latest features and fixes. Open QuickBooks Desktop and go to the Help menu. Then, select Update QuickBooks Desktop. For reference, we can use this link: Learn to keep your software up-to-date.  

 

Once done, we can go to the Preferences window and double-check the setup. Here's how:

 

  1. Go to Edit and select Preferences.
  2. In the Send Forms, click Company Preferences.
  3. Set the Delivery Method Default to None.
  4. Click OK to reflect the changes.

 

When creating an invoice or any sales transaction, ensure the Email Later box is unchecked. That will save your invoice without needing to enter your company and customer email address.

 

We can visit these articles and review the things we can do to your sales forms to make them more personalized:
 

 

That helps. Let me know if you have questions while recording transactions and saving any information entered within your company file. I always got your back.

Need to get in touch?

Contact us