Question

Sending an Invoice Marked Paid

Forum|Forum|7 years ago
March 22, 2019
25 replies
368 views

How do I email a customer an invoice marked paid with a zero balance?

Kirby

QuickBooks Online

M

Mark_R

Moderator

Hello there, Kirby.

You can go to the Invoice page and send the paid invoice from there. Let me guide you how.

From the left menu, click Sales.
Choose the Invoices tab.
Find the invoice that marked as paid.
Under the Actions column, click the drop-down and select Send.
Enter the email address under TO section.
Click Send.

After following the steps above, you can send the invoice marked as paid with zero balance.

You can read this article for your reference: How to Email or Print an Invoice.

You can always leave a comment below if you have any other questions in sending an invoice. I'll be here should you need further assistance.

S

SkeenLaw

I have review all of the methods listed in this forum for sending invoices marked as paid, and none of them work for me. Even though the invoice shows as "Paid in Full" on my screen, sending the invoice to clients through any of the methods listed here simply sends them a new invoice requesting the total. There is no "paid" invoice showing up to be sent, rather, the same invoice I sent originally for the total, and sending does not send anything marked as paid even though it shows as paid when I open it myself. I have a Mac if that makes a difference.

R

Rea_M

Level 10

I appreciate you for the detailed information above, @SkeenLaw.

With QuickBooks Desktop for Mac, you're able to send the paid invoice information to your clients. When you're unable to do so, you may have experienced a slight data issue in your company file. You can scan and fix any possible errors by utilizing the Verify and Rebuild tools. Let me guide you how.

Go to the File menu.
Select Utilities.
Choose Verify Data, then select OK to close all windows. If you see “Your data has failed the integrity check” you need to rebuild your file (proceed to the next step). If there are no problems with your data, you’re done.
Go to the File menu.
Select Utilities.
Choose Rebuild Data, then select OK to close all windows.
Click OK to make a backup of your company file.
Once done, select OK.

After that, go ahead and send the paid invoices to your clients.

You can also send a transaction statement to your clients. This way, you're able to send both the invoice information along its payment. For the detailed steps, you can refer to this article's pages 90-91 (Creating Statements): QuickBooks Desktop for Mac User's Guide.

Additionally, you can easily keep track of your sales using predefined customer, job, and sales reports. You can learn more about this by checking out this article: Customize reports in QuickBooks Desktop. It includes details about creating specific custom reports like Sales receipts with payment check numbers and Payments linked to open invoices to name a few.

Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about managing invoices and other sales transactions in QuickBooks for Mac. I'm just around to help. Take care always.

N

nmmo

I cant beleive that my customers havent been getting an automatic paid invoice once its been mark PAID. I had my first customer today ask for it. In 2022 how is that not a standard funtionality????? For shame Quickbooks!

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