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Senior Explorer **

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:)

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Best answer 10-22-2018

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ProAdvisor

Re: 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

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5 Comments
Highlighted
ProAdvisor

Re: 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

Senior Explorer **

Re: Invoices

Thank you so much!! Big Help :)

Moderator

Re: 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? 

Senior Explorer **

Re: Invoices

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

Not applicable

Re: 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 ?

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