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jesslevithma
Level 1

Invoices require customer email in order to save. tried changing payment details to none

 
3 Comments 3
MichelleBh
Moderator

Invoices require customer email in order to save. tried changing payment details to none

I'm here to help you sorted this out, @jesslevithma.

 

You can save invoices that don't have an email address entered in QuickBooks Online. You can simply click the Save or Save and close at the bottom part of the page. 

 

Here's how: 

 

  1. Go to the Plus icon, then choose Invoice
  2. Complete the necessary details.  
  3. Click the small-drop arrow, then choose Save and close or directly tap the Save

 

You may refer to this article: Create invoices.

 

If you're unable to save it, I'd recommend logging into your account through incognito. These browsers won't save any cache history. A browser full of cache and temp files can cause unforeseen behaviors. 

 

You may use the shortcut keys below: 

 

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

From there, save the invoice again to verify if it's already performing adequately. If that works, you'll want to clear the cache of your regular browser to remove previously-stored browsing data. Using another supported browser is a good alternative too. 

 

As always you can run any customer reports by going to the Reports tab. This way, you can review all the transactions you've entered into the system. Then customize it to display the specific details. 

 

Feel free to visit these articles to learn more about how to personalize sales forms and set up recurring transactions. 

 

 

Don't hesitate to tag my name if you have clarifications about invoices. I'm always around to help. Have a pleasant day.

jesslevithma
Level 1

Invoices require customer email in order to save. tried changing payment details to none

i was able to save the invoice online, but does this mean I can only do it online now? the problem was that I can't do it on my desktop quickbooks.

Rasa-LilaM
QuickBooks Team

Invoices require customer email in order to save. tried changing payment details to none

Hello there, jesslevithma.


Thanks for adding more details about your concern. This will give us a clearer view of what happened to the invoice. Let me share some information on why you’re unable to save the invoice in the QBO Windows Desktop app.


We no longer support the QBO Mac and Windows Desktop due to the limited use of these programs. This is to invest in features that matter to our customers.


If your browser supports the program, you can still use it. However, you’ll no longer be able to receive software updates and bug fixes to the application.


That’s why you’re having an issue saving the invoice. Check out this article for more details about the update: QuickBooks Online Mac and Windows Desktop App.


To ensure you’ll have the best online experience, I recommend signing in to QBO through this link. From there, perform all the tasks you’ll need to accomplish.


For tips and resources, let me share the link to our self-help articles. These guides contain solutions and steps on how to perform any accounting-related activities, payroll, taxes, etc. in QBO: Get started.


Stay in touch if you have other concerns or clarifications. I’m only a few clicks away for help. Have a good one.

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