Our small business just uses Sales Receipts exclusively to generate orders for customers... I'm wanting to make sure that payments are processed after the fact (i.e. no paper invoice goes missing and no payment happens). Currently in the Income Tracker, the "Status" for all receipts is automatically set to "Paid"... is there a way to have it default to something like Pending, until I open it back up and manually click a box to "Paid"?
Also, for reasons unknown, there's a Last Sent Date column, and for random receipts, it will list "Pending", but then others it is just empty/null. What controls that value or field?
Sales Receipt is a posting transaction. Modifying its status is unavailable in QuickBooks. In addition, the Income tracker can't be customized. You can only filter the columns like Customer name, Transaction type, Status, and Date.
With regards to the Last Sent Date column, you'll want to contact our phone support so they can further check the status of your transactions.
Go to the Help menu, then choose QuickBooks Desktop Help.
Click Contact us.
Enter your concern and then Continue.
Choose either Message an Agent or Talk to a Specialist.
If you click on the invoice which is showing as pending, look at the top of the invoice at the "email later" or "print later" status. If either of those are selected it will cause the last sent status to pending