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finance21
April 11, 2019
Question

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

  • April 11, 2019
  • 3 replies
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3 replies

P
payment after leaving
April 11, 2019

Hi finance21

 

You are unable to change the status to sent if you have not emailed to a customer.

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finance21Author
April 11, 2019

Is there a way to send feedback to QuickBooks to suggest a fix for this?  Due to the client group we work with, most don't use email.

    Rustler
    Rustler
    April 11, 2019

    @finance21 

     

    All you can do is enter something in the memo block

    and / or
    use your own email (or a new email) so QBO will send it mark it sent

      F
      finance21Author
      April 11, 2019

      @Rustler I have set myself up a new email address to receive all the invoices, as you suggested.  Annoying but I appreciate the work-around!

      M
      Malcolm Ziman
      April 11, 2019

      there is no reason to print an email and not post it, so the assumption is if you printed it it's posted

      F
      finance21Author
      April 11, 2019

      @Malcolm Ziman  That's not the assumption though; it would mark it as sent if that were the case.  And the reason I print the invoices is because we're a registered charity and we're required to have a literal paper trail for everything!

      M
      Malcolm Ziman
      April 11, 2019
      @finance21 wrote:

       we're required to have a literal paper trail for everything!

      Not very good for the environment is it, although paper degrades so maybe it's okay

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