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info1547
Level 1

Can I manually change the status of an invoice? As soon as I create a new invoice the status is marked "deposited". Even before entering any charges or anything.

This behavior just started about a month ago. I've been using QB for a dozen years or more and this is maddening. :-)
1 Comment 1
Rea_M
Moderator

Can I manually change the status of an invoice? As soon as I create a new invoice the status is marked "deposited". Even before entering any charges or anything.

Let's isolate your issue about invoice status in QuickBooks Online (QBO), @info1547. This way, you're able to manage your sales and income transactions accordingly.

 

A newly-created invoice shouldn't automatically be marked as "deposited" unless your customer has existing or available credits. Let's first visit the All Sales page to check for both available and closed customer credits to verify why your invoice status automatically be updated. Here's how:

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Click the Filter button.
  4. Choose Credit memos on the Type field. Then, select all other necessary details.
  5. Select the Apply button.

 

I've attached a screenshot below for your reference.

85.PNG

 

When there aren't any available credits or closed ones that automatically applied to customer invoices, you can perform some troubleshooting steps to further isolate this matter. There are times that the browser is full of frequently accessed pages, thus causing some unusual responses to the system. 

 

You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the Invoices page to check their status. If it works, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performances issue. However, if this matter continues, I'd recommend using other supported browsers.

 

Also, you're able to create attractive and professional-looking invoices in QBO. With this, you can add the info that matters most to your business. For the step-by-step guide, you can refer to this article: Customize invoices in QuickBooks Online.

 

Let me know how it goes in the comments below. If you have other concerns about managing invoices and other sales transactions in QBO, I'm just around to help. Take care always.

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