Question

How can I mark invoice as paid. The mark as paid selection is no longer an option under Action on invoices

Forum|Forum|2 years ago
June 6, 2024
2 replies
21 views

No text available

QuickBooks Self-Employed

J

JamaicaA

QuickBooks Team

I can guide you through the troubleshooting to ensure the mark as paid option on your invoices appears, reneeeastman.

Let's start by accessing your QuickBooks account via incognito or private window. This mode doesn't retain cache, so we can verify if it is a webpage issue. Here are the keyboard shortcuts you can use:

For Firefox, press Ctrl + Shift + P
For Chrome, press Ctrl + Shift + N
For Safari, hold down Command + Shift + N

From there, go to the Invoices tab and click the dropdown list under the Action column to see if you can mark the transaction as paid. If it works, I recommend clearing the default browser's cache. You can also use other supported browsers as an alternative.

Moreover, scan through this article to customize your invoices: Create invoices in QuickBooks Self-Employed.

Please know that QuickBooks Self-Employed is discontinuing to streamline our offerings and better cater to the changing needs of freelancers and small business owners. In this case, you may want to explore our latest product, QuickBooks Solopreneur. It offers similar features with advanced capabilities for organizing business and personal transactions, tracking mileage, and measuring business performance.

Add another post below for other concerns about invoices or sales transactions. I'm all here to provide the details you require. Take care.

L

leslie38

I think this is a big problem in Solopreneur. After using "record payment", the invoice status stills shows as unpaid.

Nicole_N

QuickBooks Team

I appreciate you for joining the conversation, @leslie38. Let me route you in the right direction to help ensure your invoice status shows as paid in QuickBooks.

Have you tried the troubleshooting steps shared above? If not, I suggest you do so to determine if this is a problem with your browser.

If the invoice remains unpaid, I recommend contacting our Customer Support team for further assistance. They can review your account using their tools and determine the root cause of the issue.

Here's how you can connect with them:

Sign in to your QuickBooks Solopreneur company.
Select (?) Help.
Enter your question.
Click the Assistant tab to get help from the QB Assistant, or choose the Search tab to enter your question and find Help articles.

Ensure to review their support hours to know when agents are available.

To learn more about managing invoice payments, check out this article: Record payments in QuickBooks Solopreneur

Moreover, in case you need to return a customer's money, refer to this article for the process: Record a customer refund in QuickBooks Solopreneur

I'm all ears if you have additional questions about managing your invoices or any other QuickBooks-related concerns. Just add your reply below and I'll circle back to help you.

D

DanielReeseMurphy

I'm running into the same issue, anyone find any solutions?

E

EmaicaD

QuickBooks Team

Hi, Daniel. Since you're also experiencing invoices that can't be marked as paid, I'll recommend to contact our Live Expert Support Team.

I'd suggest contacting our Live Support Expert Team as they have the tools to assess and sort out why there's no Mark as paid option.

Here's how:

Click the Question mark icon.

2. Click the Search tab, then enter your concern.

3. Select the Contact Us button below.

4. Choose a way to connect with us, either Chat or Callback.

Please refer to this article when is the best time to contact our Live Expert Support Team: Get help with QuickBooks products and services.

You can have this article to fix negative entries from Undeposited Funds if you may encounter this in the future: How to resolve negative entries from Undeposited Funds.

Please let us know if you still have any other questions. Simply hit the Reply button.

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