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Add invoice to Client Portal without sending invoice via email


Matt Wilson
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I use PSA for billing but do NOT use the PSA generated invoices since they don't look great and have no customization. Once the invoice syncs to Quickbooks via QBsync, I send the client the invoice from QB using a custom invoice template. This works great except some clients use the Client Portal to view status of invoices and payments. I want their invoices to post to the client portal, but they won't until you click the "Send to Client" button. 

There needs to be a way to post the invoice to the Clients' Portal without sending the email. A button on the invoice would suffice. Right now I get around this by creating a dummy contact with fake email address and marking it as invoice email address. 

Please consider adding this guys! 

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