Invoices

Thank you so much!! Big Help :)

Hey @NU-LTGx,

Totally valid question. When you are on an invoice or sales receipt, you can simply click "Save and Close" from the drop-down and your customer won't receive it in an email. You can also select "Save and Share a link" so your customer can access the Invoice and print one out at their leisure (and save some trees!). 

I am curious, how many of your customers ask for paper invoices? Have you considered switching them to digital and also sending them paper invoices? And most importantly, which method do you prefer? 

Ah! That makes a lot of sense! Thank you!

Im the same customer with some customers who are old school and don't have a email address. is using a dummy email address and then print off a copy for customer ok when doing your books. will the HMRC except this ?

Hi,

We are providing a services yearly basis. For example a user is billed and paid on Jan 1, 2019 which is for the period of Jan 1, 2019 to Dec 30, 2019 and again it will be recurring on Jan 1, 2020 for this as a service provider can we get any reminder or alert before Jan 1, 2020. So that we can alert the customer to pay for another year and also it enable us to raise an invoice.

Thanks

Navaneetha Krishnan G

Good morning, @21042008,

Thanks for the question!  As far as QuickBooks goes, there's not an alert that will notify you an invoice needs to be created for a customer.  What you could do is set up a recurring payment that the customer is charged each year, on the same date.  The article will walk you through setting up a recurring sales receipt in QuickBooks Online:

Set up a recurring sales receipt

Alternatively, outside of QuickBooks, you could set an email alert through whatever email program you use.

Hope that helps!

Lucas