How do I mark an invoice as Sent when printing and mailing?

happyleelawncare · ‎June 03, 2020

AileneA · ‎June 03, 2020

Thank you for choosing QuickBooks as your accounting tools. I can walk you through how to mark an invoice as sent in QuickBooks Online.

You would need to send the invoice to a dummy email or to yourself in order to change the status to Sent. This is the workaround we can use to get the outcome you wanted.

Here’s how:

Go to Sales from the left menu and select Customers.
Tap the customer name. Then locate and open the invoice.
Enter your email address on the right side of the customer name.
Click Save and send.
Press Save and close.

Once done, you’ll find the invoice marked as Sent. You may check out this article for your reference: Send an invoice.

Just in case you need some helpful references in the future, you can always visit our site: Help articles for QuickBooks Online.

This should get you on your way to marking the invoices as sent. Let me know if you have other questions about invoice transactions. I'm always here to help. Have a great day!

View solution in original post

AileneA · ‎June 03, 2020

Hi there, @happyleelawncare.

Thank you for choosing QuickBooks as your accounting tools. I can walk you through how to mark an invoice as sent in QuickBooks Online.

You would need to send the invoice to a dummy email or to yourself in order to change the status to Sent. This is the workaround we can use to get the outcome you wanted.

Here’s how:

Go to Sales from the left menu and select Customers.
Tap the customer name. Then locate and open the invoice.
Enter your email address on the right side of the customer name.
Click Save and send.
Press Save and close.

Once done, you’ll find the invoice marked as Sent. You may check out this article for your reference: Send an invoice.

Just in case you need some helpful references in the future, you can always visit our site: Help articles for QuickBooks Online.

This should get you on your way to marking the invoices as sent. Let me know if you have other questions about invoice transactions. I'm always here to help. Have a great day!

Workingfromhome · ‎August 03, 2020

I honestly can't believe this is the only way to mark an invoice as sent. Seems ridiculous. There should be a simple way to manually mark invoices as sent. Please consider adding to an update.

Thank you

Lilly6 · ‎December 02, 2020

I agree this is absolutely ridiculous! They have also now remove the option to mark an invoice as 'printed' if it is printed in a batch (ie. 'print later' selected when creating invoice, then when a batch of invoices is printed there is no longer an option to update the invoice status to 'printed').

How can they just remove features like this?

americantool · ‎June 15, 2021

Oh, wow, another "workaround" for a simple feature

This seems to be a common thread with QB - neglect simple features, which existed previously in desktop, then shift the effort onto the end user with a "workaround"

We want our software to work, not to have to workaround it

QB Online is a mess

Absolutely ridiculous that a sent option only exists for email

hamishweb · ‎October 02, 2024

You can select "Edit" and then uncheck the send later. This will remove it from the Send Later queue. I am looking for a fix though on multiple invoices as we are now EDI with a customer so obviously we no longer send.

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How do I mark an invoice as Sent when printing and mailing?