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finance21
Apr 11, 2019 8:44 AM UTC
Question

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

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8 replies

payment after leaving
Apr 11, 2019 9:06 AM UTC

Hi finance21

 

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

finance21Author
Apr 11, 2019 3:23 PM UTC

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
    Apr 11, 2019 12:08 PM UTC

    @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
      Apr 11, 2019 3:25 PM UTC

      @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
      Apr 11, 2019 3:11 PM UTC

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

      finance21Author
      Apr 11, 2019 3:27 PM UTC

      @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
      Apr 11, 2019 3:35 PM UTC
      @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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