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Let me share with you the process of how to create an invoice without sending it to your client via email, @oscarcoronado-gm.
In QuickBooks Self-Employed, you have the option to store, print, or email the invoice to your client. If you've decided not to send it, we can just save it to your records.
Let me show you how:
- Go to the Invoices menu on the left panel.
- Click the Create invoice tab.
- Select the customer and enter the necessary information.
- Choose the Email dropdown menu and click Save.
For more insights, please check this article: Create invoices in QBSE. It includes some ideas on how to manage and mark invoices as paid.
Additionally, let me attach this link to help you manually track sales tax. It covers some details on how sales tax works in QuickBooks Self-Employed.
Know that I'm always around if you need further support managing your invoices in QuickBooks. I'll be happy to lend a helping hand. Stay safe and have a good one.