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Level 1

How do I mark an invoice paid if it was created in Quickbooks but sent via personal email?

Hello!

 

I created invoices in Quickbooks Self Employed, exported it as a PDF and sent it through email to the employer.

 

It was paid but I can't seem to mark the invoice paid unless I sent it through the Quickbooks portal.

 

How do I mark an invoice as paid if I sent it separately via PDF?

 

Thank you!

 

- Jessica

3 Comments
QuickBooks Team

How do I mark an invoice paid if it was created in Quickbooks but sent via personal email?

Hi Jessica,

 

Welcome to the community family! QuickBooks Self-Employed is designed to make your invoicing process smooth and easy. After you get an invoice payment, it's important to mark it as paid. I'd be happy to show you how.

 

To change an invoice's status as Paid in your QuickBooks Self-Employed account, follow these steps.

  1. Go to the Invoices menu.
  2. Find the invoice.
  3. Click on the small arrow ▼ icon in the Action column.
  4. Select Mark as paid. You can also select Send receipt to send your customer proof you received their payment.

And that's it! For more on how to manage invoices in the program, check out this article: Create invoices in QuickBooks Self-Employed

 

I hope this helps! Feel free to stop by if you have more questions.

Level 1

How do I mark an invoice paid if it was created in Quickbooks but sent via personal email?

That is not appearing as an option if I haven't sent the invoice through the platform. I have attached a screengrab.

QuickBooks Team

How do I mark an invoice paid if it was created in Quickbooks but sent via personal email?

Thanks for providing this. As long as your invoice is saved, you should be able to mark it as paid. Since you're unable to do so, I encourage you to reach out to the QuickBooks Self-Employed team outside of the community. Those agents have all the necessary tools to take a closer look at your account and do more in-depth troubleshooting to get you back on track. You can either reach out to them using the QB Assistant feature in your account or via this link: QuickBooks Self-Employed tech support

 

All the best to you!