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Do not show every invoice save to the customer

Is it possible to turn the feature off where the customer sees every time a save is made to the invoice?  So in other words just Save with no other action the customer would see?  I have searched high and low and can find nothing about this so probably is a feature that cannot be turned off. 

 

Thanks for any insight.

Solved
Best answer 04-30-2019

Accepted Solutions
QuickBooks Team

Re: Do not show every invoice save to the customer

Good day, @Kerrig.

 

Thanks for choosing QuickBooks in managing your business. I can share some insights about creating invoices and sending notifications in QBO.

 

On the Create Invoice screen, you have the option to just Save or Save and Close the invoice. You can choose either option, so your customers won't receive a notification every time a change is made. Another suggestion is leaving the Customer email field blank.1.JPG

For future reference, I'm adding here the article about creating invoice in QBO with a video tutorial.

 

That should keep you going today, @Kerrig. Let me know how it goes or if you have any follow-up questions about invoices. I'll be here if you need further assistance. Wishing you and your business continued success!

7 Comments
QuickBooks Team

Re: Do not show every invoice save to the customer

Good day, @Kerrig.

 

Thanks for choosing QuickBooks in managing your business. I can share some insights about creating invoices and sending notifications in QBO.

 

On the Create Invoice screen, you have the option to just Save or Save and Close the invoice. You can choose either option, so your customers won't receive a notification every time a change is made. Another suggestion is leaving the Customer email field blank.1.JPG

For future reference, I'm adding here the article about creating invoice in QBO with a video tutorial.

 

That should keep you going today, @Kerrig. Let me know how it goes or if you have any follow-up questions about invoices. I'll be here if you need further assistance. Wishing you and your business continued success!

Not applicable

Re: Do not show every invoice save to the customer

Thank you so much, that is awesome!!!

QuickBooks Team

Re: Do not show every invoice save to the customer

I'm glad it worked, Kerrig!

 

Please remember I'm here anytime you have additional questions or concerns with QuickBooks Online. The Community seeks to serve you.

Not applicable

This does not work for me with QB Online. Any suggestions? I've tried everything...even removing the customer email address from their contact info. Please help.


@HoneyLynn_G wrote:

I'm glad it worked, Kerrig!

 

Please remember I'm here anytime you have additional questions or concerns with QuickBooks Online. The Community seeks to serve you.




@HoneyLynn_G wrote:

I'm glad it worked, Kerrig!

 

Please remember I'm here anytime you have additional questions or concerns with QuickBooks Online. The Community seeks to serve you.


 

QuickBooks Team

Re: Do not show every invoice save to the customer

Thanks for joining this thread and trying the recommendations I stated above, @Workinggrl.

 

I suggest reaching out to our Phone or Chat team since you didn't get the expected results and your customer still receives updates every time you edit the invoice. They can perform the screen sharing session to view your company file and conduct further investigation.

 

Kindly follow the steps below to get their contact details:

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a chat or Call us.

Let me know how it goes or if you have other concerns. I'm still here to help you more. Have a good one!

Super Contributor *

Re: Do not show every invoice save to the customer

Does a customer usually get alerts when changes are made? Or they will be able to see the changes if they go back to the email and click on the link? Also if the only change I am trying to make is to remove the customer email address and save it as blank then why do I still get the alert "Every time you save an invoice, your customer will see it updated on the online invoice page."

Moderator

Re: Do not show every invoice save to the customer

Hi Vitan

 

There will be no alerts when you make changes on sent invoices, but when you enabled online invoicing, they will see the changes when once they reviewed the invoice again regardless email address changed or removed.

 

On the other hand., if you remove the customer's email from the sent invoice, the warning message will still show up once the Online invoice option is enabled for Online delivery in QuickBooks Online (QBO).

 

To check your Online delivery settings, follow these steps:

  1. From the Gear icon, choose Account and Settings.
  2. Go to the Sales tab and scroll down to the Online delivery section.
  3. Click on the pencil icon to edit Online delivery.
  4. Review and check the settings under Additional email options for invoices.

The following article will provide more information: Send an invoice.

 

I'm linking this article for future reference: Configure company settings.

 

Please let me know if you have any questions. I'm always around to help. Wishing you a good one.

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