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?
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.
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.
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!
Hi Donna Pinsky. Glad to learn you're using QuickBooks Self-Employed to stay on top of your transactions. I'll be happy to share more info on this so you can manage your business with peace of mind. If you'd like to mark an invoice as sent in QuickBooks, you'd have to send it via QuickBooks. Since you've already sent the invoice outside of QuickBooks, I'd suggest sending it via QuickBooks again but this time you'll be sending it to a dummy/custom email. This way the customer won't get another invoice sent to their email and your QuickBooks account will show that the invoice has been sent.
Let me know if this workaround works for you. I'll be one message away in case you need anything else.
Thanks for joining us here. Welcome! QuickBooks Self-Employed doesn't have a way to manually change the status of your invoice as 'sent'. As mentioned previously in this thread, you would need to send it to a 'dummy' email address. However, you can edit the invoice and change the email address to your own personal email and send it to yourself. This will then change the status automatically. I can see how being able to change the status manually would be of great benefit, and I recommend submitting a suggestion to the Development Team by going to the Assistant, type in 'submit feedback' and select Add a feature.
Please don't hesitate to reach back out if you have other questions. We'd be happy to help!