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George Cotter
April 3, 2023
Question

Mark an Invoice as Sent

  • April 3, 2023
  • 1 reply
  • 0 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

1 reply

A
Ashleigh1
April 3, 2023

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.

G
George CotterAuthor
April 3, 2023

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.

 

 

G
GeorgiaC
April 3, 2023

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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