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banksbk
Level 1

Our system is sending invoices before we request they do

HELP!!! i edit and invoie for review and its sending it out to the customer
1 Comment 1
Ryan_M
QuickBooks Team

Our system is sending invoices before we request they do

Hi @banksbk,

 

I'll share insight on how you can proceed to check as to why the system sends out an invoice after you edit it.

 

I suggest you check the button that you press after you edit an invoice. That green button has four options, which are: Save and newSave and sendSave and closeSave and share link. Ensure that Save and send isn't on the green button in question. 

 

Take a look at the screenshot below for visual reference:

 

 

I'll also share this handy article with you: Create the same invoice for multiple customers. It has the steps on how you can create an unscheduled recurring invoice template so you can send the same invoice to several of your customers. 

 

Tag me in the comments below if you have any other concerns. I'll get back to you as soon as I can. 

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