How to add debtor

[yoshi]

Hi,
I have issued an invoice to the customer. The bill is still available as a “draft”. The customer has not paid for more than 2 months. How can I save the invoice as an unpaid invoice to be on the debtor list as a customer?

[QFSteve]

Hello @yoshi

Draft invoices are just do not affect the ledger or debtor account.

They need to be marked as sent, please see the “Preview and send your invoice” section of the article below.

Create your first invoice

Introduction Creating your first invoice in QuickFile is simple. When you create a new invoice you can grant access to a fully branded control panel where your client can view, download, and pay their outstanding invoices. You can start creating a new invoice by clicking on the plus icon in the top right hand corner of the dashboard and selecting “Create new invoice”. [image] Add a new client Once the new invoice editor screen has loaded you can start by selecting a client to whom you would …