Marking an invoice as sent displays a in the invoice's Sent column on the Invoice Manager screen. This makes it easy to see which invoices have been sent out.
automatically marks an invoice as sent if you send the invoice from within (by using the Email button on the invoice details screen or the Send button on the invoice's Print PDF screen, for example).
You can manually mark one or more invoices as sent if you are sending them to your client outside of (by exporting each invoice then using Gmail or Outlook, for example).
You can mark an invoice as sent only after it has been approved.
To manually mark one or more invoices as sent:
- In the Business menu, select Invoices.
- On the All Invoices screen, Awaiting Payment or Overdue tab, locate the invoice (or invoices) you wish to mark as sent. Do one or more of the following:
- Scroll down the current screen, and if necessary, Next (or Previous) to view multiple pages.
- Type the invoice number, client or job name details into the Search box.
- Click the Filter button and select one or more filters to refine your search.
- Select the checkbox to the left of the invoice number for each invoice you want to mark as sent.
- On the toolbar, click the Mark as Sent button. The Sent icon
is displayed for each invoice. Manually marking an invoice as sent in this way does not actually send it to the client.
You can also mark an invoice as sent by selecting Options > Mark as Sent on the invoice details screen.
Related task
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Unmark one or more invoices as sent - you may decide not to send an invoice, even though you have marked it as sent. In this case, you can unmark it as sent to remove the