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clarke01
Level 2

Can a client view their invoices online?

 
7 Comments 7
gayatriluthfias20
Level 7

Can a client view their invoices online?

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.

MaulikH
QuickBooks Team

Can a client view their invoices online?

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.

PH_Vergent
Level 1

Can a client view their invoices online?

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

AlcaeusF
Moderator

Can a client view their invoices online?

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.

PH_Vergent
Level 1

Can a client view their invoices online?

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?

PH_Vergent
Level 1

Can a client view their invoices online?

is the system sending a notification to the customer that the invoice is available?

ZackE
Moderator

Can a client view their invoices online?

Thanks for following up with the Community, PH_Vergent.

 

Invoices can't be seen by customers until you send them a copy of their invoice. If you don't send an invoice to a customer, they won't see it.

 

With recurring invoices, you'll want to confirm your Automatically send emails option is turned off.

 

Here's how:
 

  1. Use the Gear icon, then go to Recurring transactions.
  2. Find your recurring transaction template and click its Edit option.
  3. Make sure the Automatically send emails option is unchecked.
  4. If any changes were made, select Save template.

 

I'd also recommend making sure that you have no invoice reminders set in place:
 

  1. Use your Gear icon, go to Account and settings, then access the Sales tab.
  2. Find your Reminders section and click its Pencil (🖉) icon.
  3. If any reminders are turned on, turn them off.
  4. Select Save if any changes were made, then Done.

 

I've also included a couple detailed resources about working with invoices which may come in handy moving forward:
 

 

I'll be here ot help if there's any additional questions. Have a great day!

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