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userjay
Level 1

Can we stop the automatic sending of invoices?

Our business requires us to create ongoing invoices for jobs that are often modified or added on to. We do not wish to have invoices visible by clients every time we save our work. How do we stop this from happening? Deleting client email address does not stop this from happenning.
Solved
Best answer January 06, 2021

Best Answers
Ryan_M
QuickBooks Team

Can we stop the automatic sending of invoices?

Hi @userjay,

 

I'll handle this query for you about your invoices that are sent automatically to your clients. 

 

QuickBooks Online (QBO) doesn't have the feature to send invoices right after you edit them. If you click Save and send, then it's a different situation. Ensure you select Save and close for your invoices, so your changes aren't visible to your clients. 

 

Since you stated that you have jobs that you often modify, I suggest you view this article: Set up and send progress invoices in QuickBooks Online. It allows you to split an estimate into as many invoices as you need. 

 

Tag me in your comments below if you have other concerns with your QBO company. I'll handle them for you.

View solution in original post

4 Comments 4
Ryan_M
QuickBooks Team

Can we stop the automatic sending of invoices?

Hi @userjay,

 

I'll handle this query for you about your invoices that are sent automatically to your clients. 

 

QuickBooks Online (QBO) doesn't have the feature to send invoices right after you edit them. If you click Save and send, then it's a different situation. Ensure you select Save and close for your invoices, so your changes aren't visible to your clients. 

 

Since you stated that you have jobs that you often modify, I suggest you view this article: Set up and send progress invoices in QuickBooks Online. It allows you to split an estimate into as many invoices as you need. 

 

Tag me in your comments below if you have other concerns with your QBO company. I'll handle them for you.

View solution in original post

paoloqbcaliforni
Level 1

Can we stop the automatic sending of invoices?

Can you please address the case in which invoices are created through API as described in this post:

Disable sending of emails

paoloqbcaliforni
Level 1

Can we stop the automatic sending of invoices?

can you please describe the case in which the invoice is created via API and answer this question:
learn-support/en-us/manage-invoices/set-up-and-send-progress-invoices-in-quickbooks-online/00/186149

MaryLandT
Moderator

Can we stop the automatic sending of invoices?

Thank you for joining this thread and for sharing about invoices sent through QuickBooks API, paoloqbcaliforni.

 

We have a different team that currently handles programming, coding, and program integrations with QuickBooks. Let me route you to our Intuit Developer Team who can check the invoice you've set up via API.

 

Here's how to get in touch with them:

 

  1. Go to this link: https://developer.intuit.com/.
  2. Scroll down, then click Contact us under the Intuit column.
  3. Click Ask A Question.
  4. Select your subscription.
  5. Sign in to your QuickBooks Online account and follow on-screen instructions.

 

Once done, you can post your question through their forum.

 

For the link that you've shared, it's about setting up and sending progress invoices, but not through API. 

 

Also, when emailing an invoice to a client, you may want to send a copy to yourself. This will help determine it the content of the transaction is correct.

 

Let me guide you how:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Go to the Sales menu, then Messages.
  4. Mark the Email me a copy at [your email] box.
  5. Click Save, then Done.
     

Lastly, there's a setting that you need to disable to stop sending email reminders to customers. Please browse this article to learn more about the process: Learn how to automatically or manually send reminders to customers.

 

Let me know if you have follow-up questions about commenting below. I'll be around to help manage your customer's invoices in QuickBooks.

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