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Level 1

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 April 30, 2019

Best Answers
Highlighted
QuickBooks Team

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!

View solution in original post

31 Comments
Highlighted
QuickBooks Team

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!

View solution in original post

Highlighted
Level 1

Do not show every invoice save to the customer

Thank you so much, that is awesome!!!

Highlighted
QuickBooks Team

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.

Highlighted
Level 1

Do not show every invoice save to the customer


@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.


 

Highlighted
QuickBooks Team

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!

Highlighted
Level 3

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."

Highlighted
Moderator

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.

Highlighted
Level 1

Do not show every invoice save to the customer

Hi! I tried this method, but it says that the customer will see the update on the invoice screen. Is there any way to turn that off? We have a car repair shop that constantly updates their invoices after they receive info from the insurance company, and this is a real problem for them.

Highlighted
QuickBooks Team

Do not show every invoice save to the customer

Hi there, TheBookie.

 

It's good to see you here in the QuickBooks Community. Your customers will be able to see all the changes made once you've selected already the Online invoice.

 

I'll send feedback about this to our developers. They can put this into consideration and be part of the future updates.

 

You'll want to read this article: Get paid faster with QuickBooks invoicing.

 

Keep your post coming if you need more help.

Highlighted
Level 1

Do not show every invoice save to the customer

So basically there is currently no option for a customer that is set up for online (invoice) delivery no to receive updates when the invoice is changed, do you know a time frame when the developer team will be working on this?

Highlighted
Moderator

Do not show every invoice save to the customer

Hello swift,

 

Yes, what AlexV explained about updating the details of a sent invoice is correct. We've already sent feedback about this.

 

Meanwhile, the time frame on when this will be applied to the product depends on how many QuickBooks users requested this function and how it will impact the program. Hence, we won't be able to provide timelines on when it will be available. Rest assured this is evaluated and will be put into consideration for product updates. You can also visit the QuickBooks Blog to see what's nee to the program.

 

Keep us posted if you want to share other ideas with us. This would help us improve the product to suit your business needs.

Highlighted
Level 1

Do not show every invoice save to the customer

The ability to turn off the automatic online invoice update when a change is made would be a wonderful option to have.  
Has any changes been made to allow for this option? 

Highlighted
QuickBooks Team

Do not show every invoice save to the customer

Hi there, @GSR1212.

 

I hope your day is going well. I'd be glad to provide info with turning off the automatic online invoice update.

 

After reviewing this thread, the steps provided by my colleagues above, as of now, are the options available in QuickBooks Online at this time.

 

I did some further research and fount that there's feedback submitted about this being a becoming a feature soon.

 

You can follow our webpage Firm of the Future for future updates with QuickBooks Online as well.

 

If you have any more questions, I'm only a Reply away. Have a safe and productive rest of your week!

 

 

Highlighted
Level 1

Do not show every invoice save to the customer

Good Morning,

 

I have been reading for awhile now this morning, trying to find a way to turn this feature off and came across this thread.  I'm confused as to why you need to have a "larger" request to activate this feature.  I also would like to turn this off as after the invoice is emailed to the customer or in some cases paid - I like to make memo's on the invoice that I do not need the customer seeing. 

 

So basically at the moment, I pay for a program that works more for my customers than it does for my business.  Simply add a feature to turn it on or off and allow the business to decide what option they would like, rather than Quickbooks make the choice for us.  I am a little over a year into this business but I am fielding other software options as I need to make notes in/on the invoice that the customer does not need to see.

 

Thanks for your time.

Highlighted
QuickBooks Team

Do not show every invoice save to the customer

Hello, @Mimi45.

 

When you make changes to the invoice in QuickBooks, it will change not just your financial history. It will include your sales and if that is a tax year already reported, you just changed All of it. This can also affect your inventory items. With this in mind, updating a sent invoice is not highly recommended.


I could definitely see how the ability to turn off the online invoice notification help you and your business. Our developers implement features based largely on the preferences they receive from our users. I'll personally submit this request to them for considerations in our future product updates.

 

In the meantime, you can enable one of the custom fields an set it to Internal. Doing so, you can add memo into the invoice without your customer seeing it.

 

Here's how:

  1. Go to the Gear Icon.
  2. Choose Account and Settings.
  3. Select the Sales menu.
  4. From the Sales form content, click the Pencil Icon.
  5. Allocate one of the Custom Fields as memo.
  6. Make sure to mark only the Internal tick box.
  7. Click Save

To stay in the loop about our latest news and updates, I recommend visiting ourQuickBooks Online Blog

 

I've also included here a link which you can read through about the recent changes in QuickBooks: What’s new in QuickBooks Online.

 

Leave a comment below if you have other questions.

Highlighted
Level 1

Do not show every invoice save to the customer

Thank you kindly for your quick and helpful response. 

 

Unfortunately though - there are only 3 add on's in the Custom Fields and I already have them all used - so I have no room to create a memo's one.  The up side to your help, I unclicked the 3 checks that were marked for "public". That is part of my problem solved :)

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Level 2

Do not show every invoice save to the customer

Hello, 

I would like to clarify - if I email my QBO invoice to the client with a typo in the address field, if I go back later to correct the address typo the client will be notified?

If that is correct then this is a very unforgiving function in the program, and unfortunately results in an update going to our clients, and my boss, every time I make a mistake on a name or address on an invoice.  Please change this function, thank you. 

Highlighted
QuickBooks Team

Do not show every invoice save to the customer

Hi there, gennieosg.

 

When you modify the invoice after it was sent to the client, they will not be notified with the changes. Just make sure to click Save or Save and close. You can follow the steps provided by my colleague HoneyLynn_G.

 

If you have any additional questions or other concerns, please feel free to leave a comment on this thread. Take care and stay safe.

Highlighted
Level 1

Do not show every invoice save to the customer

Hey to you all, 

I am having issues with my clients seeing updates to our invoices. For example, we are a construction company currently doing a whole remodel on an office, we sent them an advanced first payment of $21,667.00 INVOICE #1451, and we sent it to them before work got started. I sent them a solid price and got started. After some progress, I broke the invoice down by service to give credit to our painters, electricians, etc on profit and loss reports. The reason being, for example, I'm going to see we spent a lot on painting material and if painting income is lower because their office work isn't included in paint income,  my partner is going to get scared haha. So i broke down invoice and client was notified and they started to get mad for number breakdown. This could be avoided if there was a feature where i could just turn off notification for client.

Highlighted
Level 1

Do not show every invoice save to the customer

I have applied the solution you gave on choosing "Save" or Save and Close" .   NO matter which option is chosen, the message remains that the client will be notified.  I want to turn this option off so I can add notes or changes to the invoice without my customer seeing every time. 

 

Please ask QB to allow us to turn this off or provide a different solution.

Thank you

Sheryl

Highlighted
QuickBooks Team

Do not show every invoice save to the customer

Thanks for joining this thread, @Beautifulint.

 

Rest assured, I'm going to push your concern to our Product Development Team. You can visit our Blog to see what's new to our Products, as well as seeing what's coming in the future. If you have any additional questions or concerns, please let me know by leaving me a Reply.

 

Have a great rest of your day.

Highlighted
Level 1

Do not show every invoice save to the customer

I agree that this is a big problem for businesses.  Please push to have Quickbooks give us an option to not allow a customer see changes made to invoices! 

 

Thank you!

Highlighted
Level 1

Do not show every invoice save to the customer

Hello,

 

I am so confused reading this thread.  I have decided to implement class tracking on items listed on my invoices.  I would like to go back and change this on previous invoices.  If I click save, I get the message that the customer will be able to see it on the invoice page.  1. Do they get an email alert telling them of the change?  2. Is there another method of applying the class historically to the item?

 

Thanks!

Highlighted
Level 2

Do not show every invoice save to the customer

It still tells me that my client will get an email no matter if I select Save or Save and Close. This is totally unacceptable and removing the email from the invoice might be a workaround, but a major inconvenience for the time I really DO want to email an invoice. The last thing I want is automatic emails whenever I make a minor change to an invoice as the work progresses. 

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