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Hello QBO friends,
Once I have finished an invoice, I need to send it to my boss for approval. What is the best way to send it to him so he can see it, without sending it to my customer?
Thanks for your help!
You need a 3rd party app to do so.
You've come to the right place, @Steadygirl.
Aside from what Fiat Lux - Asia added, you can download the invoice without sending it to your customer and email it to your boss for approval. I'll show you how.
Once approved, you'll want to locate and open the invoice, and send it to your customer.
When your customer pays their invoice, you can utilize this article on how to account it in QBO: Record invoice payments in QuickBooks Online.
You can always count on me if you need more help managing your invoices and QuickBooks. It's always my pleasure to help you anytime. Have a dazzling day ahead!
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