Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
lindak1119
Level 7
January 30, 2019
Question

How do I mark an invoice as sent when printing them and sending through the mail

  • January 30, 2019
  • 6 replies
  • 56 views
No text available

6 replies

Rustler
Rustler
Level 15
January 30, 2019

There is nothing in QB for that, the best you can do is to enter something in the memo block

    KhimG
    Level 7
    January 30, 2019

    Thanks for coming to the Community for help, @lindak1119.


    I can walk you through how to mark an invoice as sent in QuickBooks Online.


    You would need to send the invoice to yourself in order to change the status to Sent. This is the workaround we can use to get the outcome you wanted.

     

    Here’s how:

    1.    Go to Sales from the left menu and select Customers.
    2.    Choose the customer by clicking it. 
    3.    Locate and open the invoice.
    4.    Enter your email address on the right side of the customer name.
    5.    Click Save and send.
    6.    Hit Save and close.

     

     

     

     


    Once done, you’ll find the invoice marked as Sent. You may check out this article for your reference: Send an invoice.

     


    If you wish to have this option added in future updates, I recommend sending product suggestion to our Developers. Simply click the Gear icon at the top and select Feedback. 


    We always take your ideas into consideration when looking for product improvements. You may also send your feedback by going to the following link: QuickBooks Online Feature Requests. I’ll make sure to do the same on my end. 


    That should do it. Let me know what else I can do to help you succeed today. I’ll be more than happy to answer should you have additional questions. Have a good one!

      DevotedDreamer
      November 17, 2020

      This is not an acceptable solution.  I have done this now for several customers and now when I send a batch of invoices which includes one of these customers, QBO automatically sends it to my email, which means it is not flagged as still having to be sent, so now it gets missed, EVEN THOUGH I specifically do not check off the box where it says to keep the email address on file!!  Clearly it does remember it regardless and continue to use it for that customer, BUT it doesn't show in the customer's record so I can't even remove it now!!  So now all of my invoices for one of these customers will show as being sent when they are not.  So what on earth am I supposed to do now??  Where is this information being saved??  QBO sends invoices to me because somewhere my email is recorded for the customer but not on their record, so there is nothing to be removed.  Can someone tell me how to remove an email address that technically doesn't exist????

        Kristine Mae
        Kristine MaeModerator
        Moderator
        November 18, 2020

        Let me help you fix it, Stardancer1964.

         

        You can find the email address on the customer's profile. 
         

         

        In your case, you're unable to see the info on their profile. You're probably experiencing some browser hiccups. Let's perform some basic troubleshooting. We'll start by opening QuickBooks Online through an incognito window. It's the best place to identify web issues. These are the shortcut keys:

        • Google Chrome: press Ctrl + Shift + N 
        • Mozilla Firefox: press Ctrl + Shift + P
        • Safari: press Command + Shift + N

        If you're able to see the email address field and delete the info, go back to your regular browser, then clear the cache to refresh the account. It's advisable to clear them out periodically to prevent browser issues. 

         

        Moreover, you can use a different browser to help us narrow the cause of this behavior.

         

        I'll also share the article on how to add, delete, merge, and restore customers as a future reference: Manage your customer list.

         

        You can keep us updated after trying the recommended steps. We're just around to help you.

          Need QuickBooks guidance?
          Log in to access expert advice and community support instantly.
          Terms & ConditionsAccessibility statement