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davids2
January 6, 2023
Question

When I do an invoice, I don't want Quickbooks to send the invoice by email. How do I stop that?

  • January 6, 2023
  • 1 reply
  • 20 views
No text available

1 reply

D
DebSheenD
Level 5
January 6, 2023

Hello, @davids2.

 

I know a way how we can stop emailing invoices in QuickBooks Online.

 

We can set the delivery options to None to end the emailing of invoices.

 

Here's how:
 

  1. Click Customers from the left menu.
  2. Choose the customer name and click on Edit at the top right corner.
  3. Look for the Payments tab. Set the Sales form delivery options to None.
  4. Hit Save.

See the attached screenshot below for visual preferences:

:
 

You can also check this article to learn more about how to add bank details to your invoices.

 

Moreover, here are some resources in case you’d like to add specific info to your sales forms and send them to multiple email addresses:

 


Don’t hold back to drop a comment below if you have any other questions or concerns about QuickBooks features. I’ll be more than happy to help. Keep safe always!

D
davids2Author
January 6, 2023

This does not help really as I don't want to send any invoices by email. So I need to change a default in the invoice creation so that every time the invoice is not emailed.

 

It is not good design that every invoice needs to be emailed out of Quickbooks.

 

I can use my own email address each time to stop invoicing by email to customers, but that it is a clumsy  solution

I
IntuitAikaQuickBooks Team
QuickBooks Team
January 8, 2023

Hi davids2,

 

Thanks for posting in the Community! You can set the Preferred delivery method on your settings to Send later. 

 

Here's how: 

 

  1. Go to Gear icon and select Account and Settings.
  2. Select Sales.
  3. On Preferred delivery method dropdown, select Send later. 
  4. Select Save and Done.

 

After you create an invoice, make sure that you've selected Save or Save and new button so invoices will not be emailed to your customers. 

 

Feel free to drop a comment below if you have any other questions. I'll be around to help. 

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