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ravevaservices
Level 1

Invoice Approval by Client

Is there something you can add to a Quickbooks Online invoice where a client can mark it as approved for payment even though they may not pay it right away?

Solved
Best answer February 03, 2020

Best Answers
JamesDuanT
Moderator

Invoice Approval by Client

Hello ravevaservices,

 

Instead of sending the invoice right away to your clients, you can send an estimate so they can review the details.

  1. Open the estimate and click Save and send.
  2. Enter the details in the Send email window and click Send and close.

Once they approve the estimate you can then convert it to invoice.

  1. Open the estimate and click the Create invoice button.
  2. Enter the additional details on the invoice and click Save.
  3. Send it again your customer

We'll share your idea to our Product Development Team about the option where a client can approve the invoice. They'll put it into consideration for product updates. This'll help us improve the product to suit your business needs.

 

Keep us posted if you have additional questions.

View solution in original post

4 Comments 4
JamesDuanT
Moderator

Invoice Approval by Client

Hello ravevaservices,

 

Instead of sending the invoice right away to your clients, you can send an estimate so they can review the details.

  1. Open the estimate and click Save and send.
  2. Enter the details in the Send email window and click Send and close.

Once they approve the estimate you can then convert it to invoice.

  1. Open the estimate and click the Create invoice button.
  2. Enter the additional details on the invoice and click Save.
  3. Send it again your customer

We'll share your idea to our Product Development Team about the option where a client can approve the invoice. They'll put it into consideration for product updates. This'll help us improve the product to suit your business needs.

 

Keep us posted if you have additional questions.

Listo
Level 1

Invoice Approval by Client

We provide a QuickBooks online solution for this. Go to Apps and search for Listo

We just launched a month ago, I'm curious to hear (good or bad) what you think of it.

 

Jan / co-founder Listo.io

gmcsweeney
Level 1

Invoice Approval by Client

Once I send the estimate to my client and they review and approve the estimate it then automatically creates and invoice by them approve the estimate. How do I turn that off?

Candice C
QuickBooks Team

Invoice Approval by Client

Good afternoon, @gmcsweeney

 

Congrats on making your first post here in the Community. I'd be happy to help fix your issue with invoices and estimates

 

Let's try making sure some of our settings are set up correctly. Here's how: 

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Press the Account and Settings option under the "Your Company" column. 
  3. Choose the Advanced tab on the left-hand side of the screen. 
  4. Put a check in the box for Copy estimates to invoices option, in the Automation section of the page. 

 

It's that easy! 

 

If you have any trouble along the way, feel free to come back. We're always here to lend a helping hand. Have a wonderful day!

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