How do I mark an invoice as paid? The online help says that the Action column has a 'paid' flag. I don't see it.

I want to mark an invoice as paid.

The help tools say that there should be a 'Paid' option in the Action column when the invoice is selected.  It does not seem to be visible.

Notes:

  1. I have not connected Quick Books to my bank account for the business.
  2. I saved the invoice as a PDF.  I 'manually' emailed the PDF invoice to the customer with other documents to support the invoice.  
    1. I did not nor do I want to send the invoice using the QuickBooks 'Send' function.
  3. The invoice is not yet 30-days.  Does that have an impact as to when the invoice can be flagged as being paid?

Answer

Hi there, barry,

If you're using QuickBooks Online (QBO), you can select Save and close to skip from sending the invoice to your customer.

However, you need to click the Send button if you're using QuickBooks Self-Employed. By doing so, you can Mark as paid the invoice on the Action column. And, this doesn't impact as to when the transaction is due.

You can enter a dummy email or send the transaction to your own email address. This way, your customer won't be able to receive it. Make sure to update the email address when creating the invoice.

Here are the articles to guide you with the process of making invoices in QBSE:

That should provide you with information about your concern. Let me know how everything turns out by leaving a comment below. I'll be around if you need me.

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IntuitMaryLand , Community Support Specialist
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