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bqpoo49
Level 1

QBO pending invoices

I want to prepare a "Pending" invoice in QBO - to be added to before sending to client.  I did this in QB desktop easily.

But in QBO, I cannot find any feature that allows this.  My online search was not satisfactory.

Please, can someone help.

 

3 Comments 3
Jen_D
Moderator

QBO pending invoices

Hello there, @bqpoo49.

 

At the moment, QuickBooks Online invoices cannot be marked as pending. Once you create them, this is already final but you can edit it anytime if you haven't sent them to the customers.

 

Here at Intuit, we aim to understand better our customer's business needs within the software. This is why we welcome product suggestions to help improve our products and services. Changes in the program are released based on several factors, so we're unable to provide the turnaround time on when new features are released in QuickBooks. This info is controlled and handled mainly by the Developers Team. 

 

You can share your suggestion within the program by following these steps in a web browser:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your suggestion for our engineers on the Feedback box.
  3. Once done, press Next to send it.

 

To be updated with the recent and upcoming changes for QuickBooks products, please visit these sites:

 

 

Please come back here if you need further help from us. I'll be right here to help you out with creating invoices in the program.

 

 

ch2031
Level 2

QBO pending invoices

So here it is, 3/18/24 and there is still no pending invoice in QBOL. I just migrated from Desktop and was sad to see that I have to figure out a work around. Not what I was hoping for. I would hope that this comes to the top sometime soon. There are many of us that use it.  

 

On another note - there are no sales orders either!  I thought a good work around for pending invoices would be sales orders - but alas.  

KimberlyS
QuickBooks Team

QBO pending invoices

Hello there, ch2031.

 

I can see how the ability to create and prepare pending invoices makes the business process more efficient. However, this feature is currently unavailable in QuickBooks Online.

 

Therefore, I recommend sending feedback directly to our product development team. It might be considered in future updates to ensure the program meets different business needs.

 

Here's how:

 

  1. Head to the Gear icon.
  2. Select Feedback.
  3. Share your comments or product improvement ideas.
  4. Click Next to submit.

 

You can keep track of your product requests through this website: Customer Feedback for QuickBooks Online.

 

In the meantime, you can create estimates and only convert them into invoices once you're ready to send the forms to your customer. Estimates are non-posting transactions. Hence, it won't affect your books until turned into an invoice.

 

Moreover, consider reviewing these resources for guidance on receiving customer payments: Record invoice payments in QuickBooks Online.

 

Please keep us posted if you have additional questions when managing your invoices or other related concerns in QuickBooks Online. We're around to help.

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