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TLS Construction
March 5, 2023
Question

Can you make an invoice pending?

  • March 5, 2023
  • 2 replies
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Original commenter did not share additional details

    2 replies

    L
    LeizylM
    March 5, 2023

    Hi there, TLS Construction.

     

     Allow me to share some information about invoices in QuickBooks Online (QBO). 

     

    The option to mark an invoice as pending isn't available in QuickBooks Online (QBO). For now, these are the available status in the program once an invoice is created:

     

    •  Open You haven’t emailed the invoice yet.
    • Open (Sent) You already emailed the invoice to the customer.
    •  Open (Viewed) Your customer opened the invoice.
    •  Paid Your customer paid the invoice.
    • Overdue The invoice is past due and isn’t paid yet.
    • Overdue (Viewed) Your customer opened but didn’t pay the past-due invoice.

     

    I can see how this functionality would be beneficial to your business. I encourage sending feedback directly to our Product Development team. This helps us improve the features of the program. I'll show you how:


     

    1. Select the Gear icon at the top, then Feedback.
    2. Enter your comments or product suggestions then select Next.
    3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send a message.
    4. From the drop-down, choose the appropriate category, then select Send a message.

     

    For your reference, check out this link: How to Submit Feedback.

     

    I've added this article to learn more about reminding customers about invoice due dates: Send invoice reminders automatically or manually in QuickBooks Online. 

     

    If you need further assistance with managing invoices in QuickBooks, let us know. We're always here to help you.

    A
    AgAirAircraft
    November 1, 2023

    Has anyone resolved the issue of no option for making an invoice pending?  This is crucial to our business.

    We are an aircraft maintenance business and some of our jobs take a month or more.  I need to be able to have a running invoice that will remove products from inventory, while not applying the unfinished invoice to a customers statement.  When will this be available?? Is it already available??

      Adrian_A
      Adrian_A
      November 1, 2023

      Hi AgAirAircraft,

       

      The moment you create an invoice or sales receipt, it will reflect on your customer's statement and will affect your inventory. While the option to create a transaction without affecting the inventory is unavailable, we can send your customer an estimate instead as a proposal. Here's how:

       

      1. From the + New tab, select Estimate.
      2. Select the customer's name.
      3. Fill in the necessary details.
      4. Click Save and send.

       

      When you're ready to create an invoice, you'll have to convert the transaction. Here's an article as your guide: Convert an estimate to an invoice.

       

       I encourage you to send Feedback to our developer's team to have the option to send invoices without affecting the inventory lists. To send your suggestion, here's how:

       

      1. Click the Gear icon.
      2. Select Feedback.
      3. Type in your suggestions and then click Next.

       

      Moreover, you may also want to check out this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

       

      I'm always around whenever you have concerns about processing an estimate.

      A
      AgAirAircraft
      November 2, 2023

      I need the invoice to remove inventory to keep it current but NOT show up on the customer's statement.  We resolved the issue ourselves though.  For those who are having the same problem, you can create the invoice to remove the products from inventory but if you don't want it showing up on the customer's statement until the job is complete, just date the invoice for a later date, then set your statement dates for the timeframe you need.  You will have to correct the invoice date once you are ready to send to your customer. 

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