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September 6, 2023
Question

How can I change the status of an invoice from draft to paid? (without emailing the invoice first)

  • September 6, 2023
  • 1 reply
  • 6 views
I normally create the invoice, save it as draft and keep it this way.  I send the client the PDF and they pay me outside of quickbooks. All I use QBSE is to easily create the invoice and keep a history of these.  Because of this, I do not email the invoice and usually have no need to mark the invoice as paid.  With the updates and changes happening to the application, I want to change from draft to paid to ensure none of my "draft" invoices get deleted over time.  Again, I would not like to email any of these invoices since they've been paid already.

1 reply

Angelyn_T
Moderator
September 6, 2023

I'm delighted to have you here today, Ricardo22. I can show you how to change the status of your invoice from Draft to Paid.

 

It'll only take a few clicks to update the status of your invoice. To start, open the draft invoice, then save it manually without sending it to your client. Once done, mark the invoice as paid manually. 

 

  1. Locate the draft invoice from the Invoices window.
  2. Select Edit under Action.
  3. Choose Save when the transaction opens.
  4. Tap on Mark as paid.

You may explore the resources in this article to get more handy tips while working with your invoices in our system: Create invoices in QuickBooks Self-Employed.

 

In addition to your invoices, you can also discover more about recording your sales and expenses from this link: Manually add transactions in QuickBooks Self-Employed.

 

If there's anything else you need help with while updating the status of your invoices in QBSE, let me know by leaving a comment below. I'm just a few clicks away to help you again. Have a good one!