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Experienced Member

Is there a way to change invoice status from "Draft" without sending an email?

I have a client that wants hard copies and PDFs saved to the cloud, and they do not want an email summary/link of the invoice from Quickbooks. Is there a way to change an invoice's status to "sent" without actually emailing it, since I am simply saving off as PDF? I tried using my email address in the client section as a possible solution, but there didn't seem to be a way to edit the invoice after sending, and I don't want my email in there in case I need to reference/print/send the invoice later. Thanks for any help you can provide.
1 Comment
QuickBooks Team

Let me provide some information about our invoicing featu...

Let me provide some information about our invoicing feature in QBSE, lforsyth.


In QuickBooks Self-Employed, you'll need to send the invoice first to change the status as Paid. The feature to mark it as Sent without sending it is still unavailable in the app. 


This would be a great feature though and improve our invoicing feature, so I'll take note of it. Here's an article about what's new with QuickBooks Self-Employed Invoicing


Also, I recommend you to visit our QuickBooks Blog to learn what new updates and features we have.


Please let me know if there's anything that I can help with the account by leaving a comment below. Have a wonderful day.

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