Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowOur 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! Go to Solution.
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.
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.
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.
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.
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!
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:
I'll be around if you need more help.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.