Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
K
Kirbyconrad
March 22, 2019
Question

Sending an Invoice Marked Paid

  • March 22, 2019
  • 2 replies
  • 67 views

How do I email a customer an invoice marked paid with a zero balance?

 

Kirby

2 replies

M
Mark_RModerator
Moderator
March 22, 2019

Hello there, Kirby.

 

You can go to the Invoice page and send the paid invoice from there. Let me guide you how.

 

  1. From the left menu, click Sales.
  2. Choose the Invoices tab.
  3. Find the invoice that marked as paid.
  4. Under the Actions column, click the drop-down and select Send.
  5. Enter the email address under TO section.
  6. Click Send.

 

 

After following the steps above, you can send the invoice marked as paid with zero balance.

 

You can read this article for your reference: How to Email or Print an Invoice.

 

You can always leave a comment below if you have any other questions in sending an invoice. I'll be here should you need further assistance.

K
KirbyconradAuthor
March 23, 2019

Thank you this is helpful. In this list of invoices we have some customers that have paid that I want to send a sales receipt to and some that I want to send an invoice reminder to. When I select the Send option from the action list it only gives me one template. It would be nice to choose which template I send them. Is there a way to choose which template I send customers from this menu?

    S
    ShiellaGraceA
    Level 9
    March 24, 2019

    The option to choose a template to send a customer's form is unavailable, Kirbyconrad.

     

    You can only customize your default email message in each customer form (E.g., Invoice, Estimate, and Sales Receipt) and use it as a standard/default message.

     

    To do it:

    1. Click Gear, and then click Account and Settings.
    2. Click the Sales tab.
    3. Click the Pencil icon in the Messages section.
    4. Select a form under Sales form drop-down and edit/create a message for your customer. 
    5. Click Save, and then click Done.

    For more information, please check out this article: How to customize invoice emails.

     

    Please let me know if there's anything else you need. I'll be around to help.

     

     

     

    N
    nmmo
    August 3, 2022

    I cant beleive that my customers havent been getting an automatic paid invoice once its been mark PAID. I had my first customer today ask for it. In 2022 how is that not a standard funtionality????? For shame Quickbooks!

      Need QuickBooks guidance?
      Log in to access expert advice and community support instantly.
      Terms & ConditionsAccessibility statement