Quickbooks Online - pending invoice

Hello @fishouttawater:  love your name!

You could use the delayed charge feature in QBO.  Here is a support article (even though it is by the Canadian Team) is it still applicable.

Lynda

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.

Any suggestions?

The shipped status is unavailable in QuickBooks Online, Fishouttawater.

You'll have to enter it in the description or memo field manually. This way, when you pull up the Transaction List by Customer report, you'll know which invoices are shipped or not. 

I'll show you how to pull up the Transaction List by Customer report:

1. Click Reports.
2. Enter Transaction List by Customer in the Find report by name field. 

You can also customize the report to help you focus on the details that you want to see.

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.