Does QBO have a way to save an invoice as a DRAFT without it showing on the A/R report until sent?

olectricaz · ‎January 31, 2024

We sometimes create invoices that are not yet ready for sending out to the customer. The problem here is that in some instances, we end up creating duplicates of the same invoices and send out one without realizing we have a second one that was a draft of the one sent out. Ultimately we end up with 2 invoices showing up on the A/R report that shows one that was sent and one that is actually a duplicate "in progress" draft invoice.

We'd like to be able to mark our invoices that are not sent yet as DRAFT so they don't show up on A/R reports. Can this be done? Ultimately when the draft invoice is sent out, it becomes an actual invoice and only one will show up on a report. In essence, we'd like to see invoices treated like emails. If you create an email and don't send it, it becomes a draft email. It stays that way until it is sent, which then takes it out of draft mode and puts it in the Sent mail. This is what I'd like to do with invoices. Same concept. Invoices stay as drafts until sent to customers. Then they become actual invoices that show up on the A/R report.

Rea_M · ‎January 31, 2024

For the time being, saving an invoice as a draft isn't yet an option in QuickBooks Online (QBO), olectricaz. I'll provide more details about this and encourage you to send feedback or product recommendations to help improve the features and your experience with the platform.

We understand the advantages of saving an invoice as a draft without it showing on the A/R report until sent, but this capability is currently unavailable, and we cannot specify when it will be implemented. Our product engineers continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be included in upcoming updates. To do this, here's how:

Go to the Gear icon.
Select Feedback.
Type in your recommendation in the Share your feedback field.
Click Next.

You can also visit our QuickBooks Online Feature Requests page to track the status of your submitted feedback.

Also, you can pull up the Transaction Detail by Account report to show a list of invoices due on a specific date range. Please see this article for the complete guide: Customize report to see invoices due in QuickBooks Online.

We appreciate your patience while we work on this. Feel free to get back to this thread if you have other feature concerns or questions about managing invoices in QuickBooks. We'd be more than happy to help.

View solution in original post

Rea_M · ‎January 31, 2024

For the time being, saving an invoice as a draft isn't yet an option in QuickBooks Online (QBO), olectricaz. I'll provide more details about this and encourage you to send feedback or product recommendations to help improve the features and your experience with the platform.

We understand the advantages of saving an invoice as a draft without it showing on the A/R report until sent, but this capability is currently unavailable, and we cannot specify when it will be implemented. Our product engineers continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be included in upcoming updates. To do this, here's how:

Go to the Gear icon.
Select Feedback.
Type in your recommendation in the Share your feedback field.
Click Next.

You can also visit our QuickBooks Online Feature Requests page to track the status of your submitted feedback.

Also, you can pull up the Transaction Detail by Account report to show a list of invoices due on a specific date range. Please see this article for the complete guide: Customize report to see invoices due in QuickBooks Online.

We appreciate your patience while we work on this. Feel free to get back to this thread if you have other feature concerns or questions about managing invoices in QuickBooks. We'd be more than happy to help.

olectricaz · ‎January 31, 2024

Thank you for the follow up! It is greatly appreciated. I did send it out through the Feedback feature within QBO so hopefully others will do so as well. The more users who can use this feature, the better chance it has to become a reality in QBO.

Oequipt · ‎March 11, 2024

Also looking for this! I just started moving my books over to QB from Wave and I'm finding this super frustrating. I made the switch because I thought QB would be more feature-rich and intuitive, but I've found that the most basic features (like a draft invoice!?) are missing and I'm starting to regret my decision. I was only able to find one post about this in the Feature Requests page, from 2021, with 2 votes (one of them is mine) so I don't think this feature will be added any time soon unfortunately. Hopefully more people will find this thread and vote! Here's the direct link: https://feedback.qbo.intuit.com/forums/920104-quickbooks-invoice-online-checkout/suggestions/4324569...

jsteen · ‎February 15, 2025

Hey @olectricaz, you can do this now with [removed]. Lets you integrate with QuickBooks, save your draft invoice, and then publish to QBO when you're ready. Hope it helps.

Rainflurry · ‎February 16, 2025

@jsteen

You can do it directly in QBO with a Delayed Charge (New > Delayed Charge). It's surprising nobody (especially QB employees) didn't mention that a Delayed Charge functions as a draft invoice.

Topics

Training

Community

Resources

Does QBO have a way to save an invoice as a DRAFT without it showing on the A/R report until sent?