How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

Forum|Forum|7 years ago
April 11, 2019
8 replies
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QuickBooks Online

payment after leaving

Level 10

Hi finance21

You are unable to change the status to sent if you have not emailed to a customer.

finance21Author

Is there a way to send feedback to QuickBooks to suggest a fix for this? Due to the client group we work with, most don't use email.

Rustler

Level 15

@finance21

All you can do is enter something in the memo block

and / or
use your own email (or a new email) so QBO will send it mark it sent

finance21Author

@Rustler I have set myself up a new email address to receive all the invoices, as you suggested. Annoying but I appreciate the work-around!

Malcolm Ziman

Level 4

there is no reason to print an email and not post it, so the assumption is if you printed it it's posted

finance21Author

@Malcolm Ziman That's not the assumption though; it would mark it as sent if that were the case. And the reason I print the invoices is because we're a registered charity and we're required to have a literal paper trail for everything!

Malcolm Ziman

Level 4

@finance21 wrote:

we're required to have a literal paper trail for everything!

Not very good for the environment is it, although paper degrades so maybe it's okay

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