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catherinehockley
Level 1

Self-employed subscription: How do I mark an invoice as paid when I have not sent it. I download invoices as a pdf and send in a separate email.

Mark as paid does not come up as an option

1 Comment 1
KiazzymaeC
QuickBooks Team

Self-employed subscription: How do I mark an invoice as paid when I have not sent it. I download invoices as a pdf and send in a separate email.

Hello there, Catherine. You can mark your invoices as paid without sending them, as long as they aren't saved as drafts.

 

Here's how:

 

  1. Navigate to the Invoices menu.
  2. Look for the invoice and check if its status is set to Draft.
  3. In the Action column, click on Edit.
  4. From the Email dropdown menu, choose Save.

 

After saving the invoice, exit the invoice page. Then, locate the saved invoice, click its dropdown menu, and select Mark as Paid.

 

However, if the invoice wasn’t originally saved as a draft and the Mark as Paid option isn’t visible, refreshing your browser can fix temporary loading issues. You can also log out and back in to re-establish a connection to the server and display missing features. If the problem persists, use another supported browser to avoid potential display errors.

 

If you have any further questions, feel free to add a reply below. We're always here to help!