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Senior Contributor *

If I send an invoice by email it is shown as 'sent' in the list. If I print an invoice for posting it remains listed as 'not sent'.?

So the list no longer tells me which invoices still need to be sent
3 REPLIES 3
QuickBooks Team

Re: If I send an invoice by email it is shown as 'sent' in the list. If I print an invoice for po...

Hi there, @communityoil!

 

You can pull up and customize your Invoice List report so it'll show all your sent invoices. I'll be happy to help you accomplish this.

 

To start with:

  1. Go to Reports.
  2. Select Standard.
  3. Scroll down the page to the Who owes you category of your reports.
  4. Choose Invoice List.
  5. Click Customize.
  6. Under Rows/Columns, select Change columns.
  7. Select Sent.
  8. Click Run report.

In addition, I've included a couple of screenshots below for your visual reference and an article you can read to learn about customizing your report: How to Customise Reports?

 

Capture06.PNG Capture07.PNG

 

 

Lastly, you can save this customized report by clicking the Save customization button. And then, go to your Custom reports tab to pull up this report when needed in the future.

 

Please let me know in the comment section down below if you have any other questions. I'll be always around ready to help.

Senior Contributor *

Re: If I send an invoice by email it is shown as 'sent' in the list. If I print an invoice for po...

Jonpril,

Thanks for that response.  Gave me a nice training on report customisation.  But, see my question above, the invoices which I have printed for postal delivery to customers are still not marked as sent even though I have mailed the paper invoices.  Needs a facility for marking invoices as sent, hopefully automatically.

Kind Regards

Geoff Stephens

QuickBooks Team

Re: If I send an invoice by email it is shown as 'sent' in the list. If I print an invoice for po...

Hi there, communityoil.

 

The Sent status is indication that the invoice was emailed directly QuickBooks Online. Sending the invoice through snail mail or printing the transaction will not mark it as Sent.

 

To change the status, you will need to email them out from the program. You can click the Send invoice link and enter the required information in the succeeding pages. Here's a support article about emailing and printing invoices for more details: How To Email Or Print An Invoice.

 

I''ll share your feedback about changing a printed invoice's status with our engineers. They review suggestions sent by our customers for future updates.

 

Let me know if you need anything else.