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will63
Level 1

I have a customer disputing that I ever emailed them an invoice. Where in Quickbooks Self-Employed is a copy of the email saved? Thanks, SW

To be clear, I'm using the, Send Invoice button within Self-Employed, I'm not saving/printing to PDF and emailing that way. Unless... Is that a better way? Thanks.
3 Comments 3
Kurt_M
QuickBooks Team

I have a customer disputing that I ever emailed them an invoice. Where in Quickbooks Self-Employed is a copy of the email saved? Thanks, SW

I'm delighted to have you here in the Community today, @will63.

 

Here in QuickBooks Self-Employed (QBSE). You have the option to review the invoices that you've sent to your customers. You can do that by going through the Invoice tab that can be found on your left navigation bar. If you don't see the tab on the left portion of your screen, it could be that you haven't turned the invoicing on from the Gear icon. To turn it on, here's how:

  1. Go to the Gear icon.
  2. Click on Invoicing  to turn it on.

 

To check the status and the date when you've sent your invoices, these are the steps:

 

  1. On the left navigational bar, select Invoices.

  2.  Locate the invoice that you'd like to check the status, and then on the Status column, you'll see when it was sent to the customer.

    For visual reference, you can refer on the screenshot below.

    image (1).png

  3.  To edit an invoice, double click on it and then click on Edit invoice.

 

You also have the option to resend the invoice in case your clients haven't received them.

 

Here are some articles that you can visit for future reference:

 

 

As always, I'm just a click away if you need assistance with your QuickBooks-related concerns. I'll be more than happy to help you improve your experience with QuickBooks. Stay safe and have a good one! 

elizpeaslee
Level 1

I have a customer disputing that I ever emailed them an invoice. Where in Quickbooks Self-Employed is a copy of the email saved? Thanks, SW

In the display, it appears that my invoice was emailed, but it was never received by the client.  I tried testing it again today by sending it to myself, and again, the emailing of invoices appears to be not working in the self-employed version.  Has anyone else had this issue and figured out a resolution?

RoseJillB
QuickBooks Team

I have a customer disputing that I ever emailed them an invoice. Where in Quickbooks Self-Employed is a copy of the email saved? Thanks, SW

Thank you for bringing this to our attention, eliz.

 

Currently, we have an ongoing issue with clients being unable to receive emailed invoices from their suppliers. Our product engineers are now working on it. We appreciate your patience as we investigate this further.

 

In the meantime, you can send QuickBooks Self-Employed (QBSE) forms using your address with the Send Gmail function. If you have a Gmail or G-suite email account you can follow the instruction below to utilize it:

 

  1. Create or open an existing invoice. Then, fill out the necessary details.
  2. Click the Email button to open the preview window. Select the From dropdown beside the customer’s email.
  3. Click the Connect Google account by selecting the Add Gmail address.
  4. Enter your Gmail address in the sign-in window and select Next.
  5. Enter your Password, and select Next. Then, Allow.

 

Also, you can save or print your invoices into a PDF file and manually send them to your customers. Please refer to the steps below:

 

  1. From the left panel, select the Invoices menu.
  2. Under the Invoices tab, select the invoice you want to send.
  3. Click the dropdown under the Action column, and select Print if you want to print the sales form, or Export as PDF to get a copy of it.

 

Afterward, you can now send this to your clients using your email. If your customer decided to pay the invoices, you can check out this handy article and refer to Step 3: Process an invoice to mark this paid: Create invoices in QuickBooks Self-Employed

 

Furthermore, it’s also best to get in touch with our Technical Support Team. This way, they can add you to the affected users and enable you to receive updates whenever the issue is resolved.

 

Feel free to add a reply if you have more questions about emailing your invoices. The Community always has your back. Stay safe!

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