Skip to main content
A
AT with Kathy
August 15, 2019
Question

I want to create invoices, skip sending then record payment and send a receipt. I'm using Quickbooks Self Employed

  • August 15, 2019
  • 1 reply
  • 0 views

Many of my clients pay me in cash. I need to create an invoice but mark it as paid straight away then send a receipt. It will seem rude if I send invoices to people who have already paid me. In Wave I could skip sending, mark as paid and then send a receipt. I'm frustrated that I can't do this in Quickbooks. 

Can anyone help?

 

Thanks

1 reply

S
ShiellaGraceA
August 15, 2019

Hello AT with Kathy,

 

Currently, there isn't a way for us to skip the sending process of the invoice. I can send a product suggestion to our engineers on your behalf regarding this option.

 

Please read this handy article for more information. Just scroll down under the "Invoicing" section: Getting started.

 

You might also want to visit our page for future reference: Taxes and Year End.

 

You can always swing by anytime if you need help with anything else.

A
AT with KathyAuthor
August 16, 2019

If I can't skip sending an invoice then can I send a receipt without creating an invoice? 

 

And can you let me know how quickly the developers might be able to add this function because until this problem is sorted I simply don't know what to do. 

 

I can't be the only self-employed person who gets paid in cash, or by bank transfer without me generating an invoice. It's very normal for a complimentary health practitioner to get paid in cash at the end of a session. 

 

 

G
GeorgiaC
August 16, 2019

Hey AT with Kathy,

 

 

We would be unable to provide a time-frame if this feature were to be implemented - currently the only way to send a receipt in the QuickBooks Self-Employed would be to send the invoice and mark as paid.

 

As a workaround, you could send the invoice to a personal address which would then allow you to mark as paid, though I appreciate this is not an ideal solution. 

 

 

Thanks

Terms & ConditionsAccessibility statement