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S
steg5150
December 5, 2023
Question

How to manually change status of invoice

  • December 5, 2023
  • 1 reply
  • 0 views
How to manually change status of invoices. They are all stuck in draft.

1 reply

G
GlinetteC
December 5, 2023

Welcome to the Community, steg5150.

 

I have the information you need to update the status of your invoices that are currently in Draft. 

 

I'll guide you through the steps.

 

  1. In the Invoices window, click on Edit.
  2. Click the drop-down arrow beside Subscribe to send.
  3. Select Save.

These instructions will result in your invoice status being changed to "Due" when it's due.

In addition, you can assign categories to the transactions to ensure they are allocated correctly on the relevant line of your Schedule C: Categorize transactions in QuickBooks Self-Employed.

 

If you have anything else you need help with managing your invoices, please let me know by adding a comment below. I'm here to assist you and address any concerns you may have. Take care!

S
steg5150Author
December 6, 2023

There is no subscribe to send button. There is no save option.

M
MelroseV
December 6, 2023

Hello there, steg. I've got some clarifications to share about my colleague's steps about the invoices in QuickBooks Self-employed.

 

The subscribe to send button is only for the free trial. However, if you're using an active subscription, you can select Send invoice to email the invoices.

 

Furthermore, after the customer pays their invoice, here's some additional help on how to process an invoice:

 

  1. Go to Invoices.
  2. Find an invoice.
  3. Click the small arrow icon in the Action column.
  4. Select Mark as paid. If you're on a web browser, click Send or Email if you're on the mobile app to send your customer a copy of their paid invoice.

 

Additionally, here's a helpful article with the steps about printing, emailing, and exporting your reports: Run reports in QuickBooks Online.

 

Keep me updated in the comments if you have further concerns about invoices. I'm just a reply away. Keep safe!

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