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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
  • 8 replies
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8 replies

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.

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

      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!

      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

      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!

      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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