Invoices NOT sent but viewable to the customer
under review
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John Leichty
I learned today that there is a feature in QBO that if you create an invoice but don't send it, the customer can click on the pay invoice link to another one of their invoices and view it. This resulted in wasted time on my part with support, my client was contacted by his customer wondering why there is an invoice he wasn't expecting, and just overall confusion. This could be an option to turn on if you want to allow it but it SHOULD NOT be a default. Support has to turn it off on the backend. It's not even something that can be turned off as a user. PLEASE change this. We create invoices and work on them sometimes for weeks before we want to send them. We don't want customers seeing invoices that are not correct. Or they could be way under priced and they pay it. Not a good feature here....
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Julia Glasse
I can't agree with this more. I understand that you are strategizing how to make it easier/possible to pay multiple invoices all at once, but there has to be some kind of gating for that. For example, the statement function is really not useful in a larger context, but when you put the View and Pay link next to every single invoice on a statement instead of just the ones with an open balance, it creates havoc.
The status was updated to
under review