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Stephen84
Level 2

No record of having sent an invoice.

I sent an invoice to a client via email through Quickbooks Online. When the invoice was past due  I could not find a copy of it in QB and had to call the client and ask if he had received it.  I have no record or copy of the invoice and the client is not showing any past due amount in QB. I'm new with QB and would appreciate instructions so I always have a record of invoices sent.  Thank you.

Solved
Best answer May 05, 2020

Best Answers
Anna S
QuickBooks Team

No record of having sent an invoice.

Hi there, @Stephen84.

 

I hope all is well. You can create an invoice, email it to your client, and accept their payment. This will allow you to have a record of the invoices you sent in QuickBooks and show your clients past due amount. The steps below will show you how:

 

  1. Go to the + New menu and select Invoice.
  2. Choose a Customer and make sure their email address is listed in the Email field.
  3. (optional) Check the Online payment options you want to use through QuickBooks Payments.
  4. Fill in the Product/Service and verify that the amount is correct.
  5. Press Save and send, then preview your customer's invoice email.

 

You can also view your list of Invoices by going to the Invoicing tab and pushing Invoices. This is where you can click in the Status column and see if the Invoice has been sent, viewed, paid, and deposited. Now you can see if your customer has received the email and paid you. This article about sending online Invoices might be helpful as well.

 

Feel free to drop a line below if you have any other questions. Take care.

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3 Comments 3
Anna S
QuickBooks Team

No record of having sent an invoice.

Hi there, @Stephen84.

 

I hope all is well. You can create an invoice, email it to your client, and accept their payment. This will allow you to have a record of the invoices you sent in QuickBooks and show your clients past due amount. The steps below will show you how:

 

  1. Go to the + New menu and select Invoice.
  2. Choose a Customer and make sure their email address is listed in the Email field.
  3. (optional) Check the Online payment options you want to use through QuickBooks Payments.
  4. Fill in the Product/Service and verify that the amount is correct.
  5. Press Save and send, then preview your customer's invoice email.

 

You can also view your list of Invoices by going to the Invoicing tab and pushing Invoices. This is where you can click in the Status column and see if the Invoice has been sent, viewed, paid, and deposited. Now you can see if your customer has received the email and paid you. This article about sending online Invoices might be helpful as well.

 

Feel free to drop a line below if you have any other questions. Take care.

Stephen84
Level 2

No record of having sent an invoice.

Thank you.  

rw152
Level 1

No record of having sent an invoice.

Can i talk to the expert or representative ? 

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