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New Member
July 28, 2020
Question

Can a client view their invoices online?

  • July 28, 2020
  • 7 replies
  • 84 views
No text available

7 replies

Level 1
July 28, 2020

Hi @clarke01 , you could adding user to your qbo. It's depend what your type subscriptions (please click here ). To add user ;

  1. Users.
  2. Click the New button on the right.
  3. In the Choose user type page, select Regular or custom user. Click Next.
  4. Select Limited, then put a check mark on the Customers and Sales box. Click Next.
  5. Set the users admin rights, click Next.
  6. Enter the new user's e-mail address and name, click Next and then Finish. 

Another alternative is just see the invoice in offline (sent by email). Comment back, cheers.

July 28, 2020

Hi, clarke01.

 

Thank you for reaching out to the QuickBooks Community. With QBO you have access to several different ways to share your customers invoices.

 

Check out this article to view all the different ways available to you: Send an Invoice. I'm here as well to help with any questions you may have. Simply reply below at any time to reach me.

August 16, 2023

is there a way to disable a customer's ability to view the invoice prior to it being sent?

AlcaeusF
Level 14
August 16, 2023

Hello PH_Vergent,

 

We want to help you with your questions about the invoice. However, we need more information about it to provide the correct resolution and to sort it out promptly.

 

The ability for customers to view invoices that weren't sent to them yet is unavailable. Can you share with us more information about your question concerning the invoice? Are you referring to the changes to an invoice that was sent already? Any additional details you can provide would greatly help.

 

In the meantime, you can check this article for additional guidance in creating and sending invoices in QuickBooks Online: Create invoices in QuickBooks Online.

Please know that you're always welcome to post questions in this space. Have a great day ahead.

August 16, 2023

My invoices are auto-generated on the 1st of the month but are not sent to customers until other monthly charges have been added. Is it possible to turn off their ability to view the invoices online?