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Join nowIs 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! Go to Solution.
Hello ravevaservices,
Instead of sending the invoice right away to your clients, you can send an estimate so they can review the details.
Once they approve the estimate you can then convert it to invoice.
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.
Hello ravevaservices,
Instead of sending the invoice right away to your clients, you can send an estimate so they can review the details.
Once they approve the estimate you can then convert it to invoice.
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.
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
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?
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:
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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