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finance21
Level 3

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

 
8 REPLIES 8
John C
QuickBooks Team

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

Hi finance21

 

You are unable to change the status to sent if you have not emailed to a customer.

Rustler
Level 15

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

@finance21 

 

All you can do is enter something in the memo block

and / or
use your own email (or a new email) so QBO will send it mark it sent

Malcolm Ziman
Level 10

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

there is no reason to print an email and not post it, so the assumption is if you printed it it's posted

finance21
Level 3

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

Is there a way to send feedback to QuickBooks to suggest a fix for this?  Due to the client group we work with, most don't use email.

finance21
Level 3

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

@Rustler I have set myself up a new email address to receive all the invoices, as you suggested.  Annoying but I appreciate the work-around!

finance21
Level 3

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

@Malcolm Ziman  That's not the assumption though; it would mark it as sent if that were the case.  And the reason I print the invoices is because we're a registered charity and we're required to have a literal paper trail for everything!

Malcolm Ziman
Level 10

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?


@finance21 wrote:

 we're required to have a literal paper trail for everything!


Not very good for the environment is it, although paper degrades so maybe it's okay

TimeWise-Jo
Level 2

How do I mark an invoice as sent if I have posted it rather than emailed it via QB?

I'd like to see this added to the development roadmap.  Other accounting programmes have a 'mark as sent' option. 

The dummy email fix is a fiddly workaround.  

 

 

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