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_Steven
December 29, 2023
Question

Is there a way to mark an invoice paid without having to email it a customer in the mobile app?

  • December 29, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

I
IrizA
December 29, 2023

Let me help you mark your invoice as paid without having to send it to your customer's email address, wils968325. 

 

If you have an existing invoice in QuickBooks Self-Employed (QBSE), you can edit your invoice first and then mark it as paid after editing the information of your customer.

 

Here's how: 

 

  1. Go to the Invoices menu located at the left navigation panel. 
  2. Find the invoice that you want to edit. 
  3. Under the Action column, click the Edit option. 
  4. Press the Edit customer info located under the name of your customer. 
  5. You can leave the Email field blank and then click Save. 
  6. You can either Subscribe to send or hit the dropdown button and choose Save. 
  7. Click the dropdown button and find the Mark as a paid option. 

 

If you want to learn the basics of QBSE, you can view this material since it contains a series of information that can help you with your future transactions: Overview of QuickBooks Self-Employed.

 

If you have further concerns regarding invoices, please let us know in the comment section so that we can help you. 

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_StevenAuthor
December 30, 2023

Thanks for the reply.

 

The instructions you recommend are not available in the Self-Employed mobile app.

 

Invoice options are very limited on mobile.

When creating a new customer, an email address has to be entered to continue.

Once the invoice is completed it can only be saved as a draft and can only be sent via email.

The only way to mark an invoice as paid is to log in to the web version of QBSE.

 

I would like to request more invoicing features for the QBSE mobile app.

Mark an invoice as paid.

Option to send an invoice via TEXT.

A partial payment option added.

Also an option to search invoices by customer name.

 

Thank you

M
MelroseV
December 30, 2023

Thank you for sharing information about the QuickBooks Self-Employed (QBSE), @wils968325.

 

We would appreciate hearing your feedback on our product. To make your voice heard, I suggest sending your request to our Product Engineers so that it can be taken into consideration in future updates.

 

Here's how to send a feedback using web version of QBSE:
 

  1. Go to the Gear icon, then select Feedback.
  2. Type in your comments or product suggestions.
  3. Click Next to submit.


Additionally, I'm adding this helpful article as your reference in personalizing your invoice forms: Create invoices in QuickBooks Self-Employed.

You can always ask your question about QBSE here by clicking the Reply button or starting a new thread. I'm just a reply away. Keep safe!

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