Once an invoice has been marked as sent, you will normally send it to the client contact by email.
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.
To unmark an invoice as sent:
- In the Business menu, select Invoices.
- If required, select the down-arrow to the right of the page title and select the required filterA filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right. .
- On the Awaiting Payment or Overdue tab, drill down on the invoice that you wish to unmark as sent.
Unmarking an invoice as sent removes the icon in the Sent column.
On the Invoice information screen, deselect the Sent checkbox. The selected invoice is unmarked as sent.
- Mark one or more invoices as sent - after unmarking an invoice as sent, you can mark it as sent later, when you do actually send it out.