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dallasbrews
Level 3

Income tracker: Last sent date and status?

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?

Solved
Best answer April 04, 2019

Best Answers
Charies_M
Moderator

Income tracker: Last sent date and status?

Hello there, 808princess.

 

Allow me to share some information about the fields of Income Tracker works in QuickBooks Desktop.

 

Unlike invoices which needs Receive Payments, sales receipts are automatically be marked as Paid from the Income Tracker.

 

incometracker.PNG

 

On the other note, the pending status under Last Sent Date column means that payment is not yet deposited. 

 

Stay in touch if you have additional questions about how the field from Income Tracker works in QuickBooks Desktop. I'm always around in the Community to help you out.

View solution in original post

4 Comments
Charies_M
Moderator

Income tracker: Last sent date and status?

Hello there, 808princess.

 

Allow me to share some information about the fields of Income Tracker works in QuickBooks Desktop.

 

Unlike invoices which needs Receive Payments, sales receipts are automatically be marked as Paid from the Income Tracker.

 

incometracker.PNG

 

On the other note, the pending status under Last Sent Date column means that payment is not yet deposited. 

 

Stay in touch if you have additional questions about how the field from Income Tracker works in QuickBooks Desktop. I'm always around in the Community to help you out.

View solution in original post

dallasbrews
Level 3

Income tracker: Last sent date and status?

Thanks so much for that info... a few follow ups to that...

 

1.  Can the default for Sales Receipts just be changed so that it is "Open" until you go in to change it to "Paid" somewhere in settings?

 

2. For "Last Sent Date" I don't understand then why some are marked Pending and others are Null... if I'm doing the same process currently for all transactions?

 

3.  How can you customize the Income Tracker screen (for example... maybe bring in the Memo or Voided column to show if something was voided)?

 

Thanks so much!

Adrian_A
Moderator

Income tracker: Last sent date and status?

Thank you for getting back to us, dallasbrews.

 

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.

 

Here's how:

  1. Go to the Help menu, then choose QuickBooks Desktop Help.
  2. Click Contact us.
  3. Enter your concern and then Continue.
  4. Choose either Message an Agent or Talk to a Specialist.

I'll be around if you need more help.

cham2019
Level 1

Income tracker: Last sent date and status?

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

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