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jessica1987
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

10 Comments 10
PatriciaT
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.

jessica1987
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.

PatriciaT
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!

Donna Pinsky
Level 1

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

How do I mark an invoice as SENT if it was created in Quickbooks but sent via personal email? (So I can keep track that I did indeed send it to the customer.)

JamesM4
QuickBooks Team

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

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. 

Lady_McD
Level 1

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

I have the same problem and have used the assistant as well. It just keeps prompting me if I want to mark my taxes as paid.

JamesM4
QuickBooks Team

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

Thanks for chiming in on this thread. To make sure I'm on the same page as you. Did you send the invoice in question through QuickBooks? 

TBB-2
Level 1

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

I have the same problem.  Clearly this is an internal problem that multiple people are having.  Please provide a solution to this

JC77751
Level 1

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

Same... and the help isn't helpful, it just sends you around and around for a feature that should be pretty standard

Trish_T
QuickBooks Team

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

HI JC77751,

 

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!

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