Is there any way to mark a draft invoice as Paid? Or to download an invoice as PDF and not have it stay as a draft? I'd rather send an invoice attached to my own email

I'm using quickbooks self-employed and I don't like Intuit's automatic email but it also seems counterintuitive to have an invoice marked as a draft if I am fowarding it to a client.

Answer

Hi there,

It should be completely up to you to send invoices to your customers whichever way works best. I'm glad you're considering your options.

QuickBooks Self-Employed allows you to export your invoice as a PDF once it's been sent to your customer, not from a draft format. I have a workaround that's going to help you maneuver around this. Rather than emailing the invoice to your customer from your account, email it to yourself instead. After being sent, you just have to click the small triangle drop-down menu next to your invoice in QuickBooks, and select Export to PDF.

After exported, it's up to you to decide how you'd like to send this to your customer. Once paid, you'll be able to go into your QuickBooks account and mark this as Paid.

I hope this helps. If you have any other questions, I encourage you to reach out to QuickBooks Self-Employed support by clicking here: https://help.quickbooks.intuit.com/en_CA/contact.

Have a great day!


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IntuitAdelaide , Digital Engagement Specialist
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