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oscarcoronado-gm
Level 1

How do I create an invoice without having to send the invoice, since client does not have email?

 
4 Comments 4
Rubielyn_J
QuickBooks Team

How do I create an invoice without having to send the invoice, since client does not have email?

Let me share with you the process of how to create an invoice without sending it to your client via email, @oscarcoronado-gm.

 

In QuickBooks Self-Employed, you have the option to store, print, or email the invoice to your client. If you've decided not to send it, we can just save it to your records.

 

Let me show you how:

 

  1. Go to the Invoices menu on the left panel.
  2. Click the Create invoice tab.

  3. Select the customer and enter the necessary information.
  4. Choose the Email dropdown menu and click Save.

 

For more insights, please check this article: Create invoices in QBSE. It includes some ideas on how to manage and mark invoices as paid.

 

Additionally, let me attach this link to help you manually track sales tax. It covers some details on how sales tax works in QuickBooks Self-Employed.

 

Know that I'm always around if you need further support managing your invoices in QuickBooks. I'll be happy to lend a helping hand. Stay safe and have a good one.

Rubielyn_J
QuickBooks Team

How do I create an invoice without having to send the invoice, since client does not have email?

Hi, @oscarcoronado-gm.

 

Hope you’re doing great. I wanted to see how everything is going about the invoice concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

oscarcoronado-gm
Level 1

How do I create an invoice without having to send the invoice, since client does not have email?

No, what you told me does not work.  You have a screenshot with a section that says Customize.  How did you get there?

oscarcoronado-gm
Level 1

How do I create an invoice without having to send the invoice, since client does not have email?

No, the only solution was to place my email on the client email section.  It looks bad, but you don't have another choice as to save the invoice without having to send it to the client via email.

 

Frustrating

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