Add invoice to Client Portal without sending invoice via email

[Matt Wilson]

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! 

[MichaelS]

Great idea, thank you Matt!

[Gary Haberl]

I vote +1 for this. (Or give us a way to create our own invoice templates in the PSA).

[Matt Wilson]

I agree, the real solution is invoice customization. Quickbooks is bearable but still has lots of flaws.