When you send an invoice to your client from outside of (using Gmail or Outlook, for example), you can manually mark the invoice as sent.
However, you may decide not to send the invoice immediately, in which case you can unmark it as sent until you are ready to send it.
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).
To manually unmark 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 unmark 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 unmark as sent.
- On the toolbar, click the Unmark as Sent button. The Sent icon
is removed for each invoice.
You can also unmark an invoice as sent by selecting Options > Unmark as Sent on the invoice details screen.