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alaiawilliams
Level 1

Feature suggestions: Manually mark invoices as paid. Send invoices as attachments.

I have several clients that use Bill.com - which can't open up QBSE invoices and see the line items. I have to create my invoices, download them as PDFs and then manually email them to my clients. That's fine, but there's no way to manually mark invoices as paid - so I have several invoices just sitting around as drafts. It would be nice to either be able to manually mark an invoice as sent and paid and/or be able to add the invoice as an attachment when sending through your system.
1 Comment 1
FritzF
Moderator

Feature suggestions: Manually mark invoices as paid. Send invoices as attachments.

Thanks for visiting the Community, @alaiawilliams

 

In QuickBooks Self-Employed (QBSE), you can manually mark the invoices as paid. Just make sure you click Save instead of Save as draft.

 

Here's how to do it:

 

  1. In QBSE, go to the Invoices menu at the left pane.
  2. Locate the specific invoice, then tick the drop-down option under the Action column.
  3. Pick Mark as paid.

 

Additionally, you also the option to send the invoices to your customers instead of manually downloading them as PDF. The system will automatically create an attachment for you. For further guidance, consider checking out this article: What's new with QuickBooks Self-Employed Invoicing?

 

Just in case, I'll add this article for future reference: Create an invoice in QuickBooks Self-Employed.

 

Please click the Reply button below if you have any other questions or issues. I'm more than willing to assist. Take care and have a good one!

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