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mangioneplumbing
Level 1

Can I create an invoice without using a customer email?

We do not use online payment, and have found that the only way to not have a payment button show up on an invoice is to not use a customer email.  Recently, something has changed where customer email is now a required field.  Is it possible any longer to create an invoice without
4 Comments 4
James_AL
QuickBooks Team

Can I create an invoice without using a customer email?

Hello there, @mangioneplumbing.

 

Welcome to the Community forum. I'm here to guide you in creating an invoice in QuickBooks Online without a customer email address.

 

Yes, you can create an invoice in QuickBooks Online without entering a customer email address. When you create the invoice, simply fill in the required fields, such as the customer's name, and then click Save or Save and Close. This will allow you to save the invoice to your records without needing an email address.

 

On the other hand, if you aren’t using QuickBooks Payment, your customers won’t have the option to see a Payment button.

 

Additionally, I will add this article so that after creating an invoice, you can learn how to receive and record payment in QuickBooks Online: Record invoice payments in QuickBooks Online.

 

If you have any other follow-up questions about creating invoices in QBO, please let me know by adding a comment below. I'm always here to help. Have a good one!

mangioneplumbing
Level 1

Can I create an invoice without using a customer email?

Hi, that is what I was doing - but last week, for some reason, QB started requiring I provide a customer email.  Please see attached.

DC171F5B-40C9-4D16-BD2D-FA7AB9227F6C.jpeg

mangioneplumbing
Level 1

Can I create an invoice without using a customer email?

Hi James,

I have been creating invoices without a customer email.  At some point last week, QB started requiring I provide a customer email.  Please see attached

DC171F5B-40C9-4D16-BD2D-FA7AB9227F6C.jpeg

ReymondO
QuickBooks Team

Can I create an invoice without using a customer email?

Thanks for getting back to the thread and adding a screenshot, Mangione. Let me join this conversation and provide further insights about the prompt message.

 

The error message "Enter an email address" appears when the Send later button is turned On once you send an invoice. To remove this, make sure to toggle off this button so you can save your invoice. 

send later .png

Let me show you how:

 

  1. Open the Invoice window.
  2. Click the Manage gear icon.
  3. Select the drop-down arrow in the Scheduling section. 
  4. Turn off the Send later button under More options.

send later button.png

Moreover, you can customize the info or design of your invoices to enhance your business communications. Doing this will help you decide what your customers see and only add the details that matter most to your business.

 

If you have additional questions about recording invoices in QuickBooks Online, just add them to the thread. I'll be here to help you out.

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