How do you track, and report, if an invoice has been fulfilled. This function is done as marking an invoice as "pending" in Quickbooks desktop. How can I report which invoices have not been shipped / fulfilled in the online version?
I'm following up on this question, because I have been unable to find a solution - and the problem seems so obvious, I would think others have run into the same problem. I hope I'm missing something obvious.
In our business, we create invoices and take a partial payment (or whole payment) while the good is fulfilled over a couple of weeks. After it is ready to ship, the balance is charged, and the good ships.
What I can't figure out how to do is to differentiate invoices that have not yet shipped from completed orders. It is very often where the entire payment is received for an invoice total - so we can't sort by balance.
Ideally, we'd like to pull a report for invoices that have not already shipped.
We're taking notes of our customers' concerns. I'll share yours to our management team. This will be submitted to our software engineers. The option to add a shipped status might be available in the future.
Don't hesitate to get back to us if you need our help. We're here to assist you.