Mark an Invoice as Sent

Forum|Forum|3 years ago
April 3, 2023
6 replies
24 views

Hi there,

I use the SoleTrader version of the software. I'm wanting to mark invoices as sent without sending them using the QuickBooks system. I send my invoices along with monthly reports and I attached them to one email covering everything. I've exported the invoices as PDF but I want to mark the invoices as sent, as I can't mark them as paid before doing so.

On a side note the email that is sent from QuickBooks looks awful in Outlook so I would have avoided it anyway.

Thanks,

George

QuickBooks Self-Employed

Ashleigh1

Level 14

Hello George, Thanks for posting on the Community page, In QuickBooks self-employed you can't mark as paid an invoice without emailing/sending the invoice first.

George CotterAuthor

Hi Ashleigh,

I want to mark as invoice as sent without using Quickbooks to send it. I'm exporting to PDF and sending via a separate email.

GeorgiaC

Level 13

Hi George, the system will only allow this to be marked as paid once emailed; if you're not looking to send this via QuickBooks, you can email the invoice(s) to a personal address instead to view this option.

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