how to mark an invoice as pending

Answer

Hi udaly7909,

If the purpose of creating the invoice is to show the proposal or quotation to your customer, you can create an estimate instead. Here's an article for the steps: Set up and use estimates and quotes.

Estimates and invoices are very similar in appearance and function.The main difference is that an estimate is a non-posting transaction. It doesn't affect any financial reports or income and expenses balances. While, invoice is a posting transaction that represents an asset of the issuer and a liability of the customer that reflects.

Once you're ready to invoice your customer, you can click the Create Invoice button to copy all the information to your invoice. Then, click Save and Close.

You can always let us know if you need further assistance. We'll be right here to help you.

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IntuitMariaS , Community Support Specialist
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