cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 3

Invoices

Hi! I am a bit confused, hoping I could get some help as this might sound silly..when create an invoice for a customer as in we are billing them, how do I create the invoice WITHOUT emailing the customer? Some customers request a paper invoice. But if I do that it shows the invoice as "unsent", what can I do to show it has been sent without emailing them?

 

Thank you so much in advance:)

Solved
Best answer October 22, 2018

Best Answers
Highlighted
Community Champion

Invoices

Hello @NU-LTGx:

 

Not silly at all.  You can check print box and uncheck the email box.    You will only be able to see that it was printed and know that it was sent from that.  You cannot show it as sent without emailing it.  I suppose you could email it to yourself and print it.  Then you would know it was "sent" and printed. 

 

Lynda

View solution in original post

7 Comments 7
Highlighted
Community Champion

Invoices

Hello @NU-LTGx:

 

Not silly at all.  You can check print box and uncheck the email box.    You will only be able to see that it was printed and know that it was sent from that.  You cannot show it as sent without emailing it.  I suppose you could email it to yourself and print it.  Then you would know it was "sent" and printed. 

 

Lynda

View solution in original post

Highlighted
Level 3

Invoices

Thank you so much!! Big Help :)

Highlighted
Moderator

Invoices

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!). 

Screenshot (295).png

 

 

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? 

Highlighted
Level 3

Invoices

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

Highlighted
Level 1

Invoices

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 ?

Highlighted
Level 1

Invoices

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

Highlighted
Moderator

Invoices

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

Need to get in touch?

Contact us