I’ve just imported all my outstanding sales invoices. They all show on the Invoice Management screen but not under Outstanding Invoices. I think I understand why - invoices have not been raised in Quickfile. But why don’t the outstanding amounts show on the Dashboard as money owed to me and why don’t the amounts appear in the Client Management screen as an Account Balance? Confused!
If you import the invoices without assigning a payment, they will come in as DRAFT status. In order to show as outstanding on the books you will need to mark these invoices as SENT.
You can select up to 50 invoices at a time from the main list then click the button “Send Selected”.
Now for each client just select the option “update as sent”, this will mark them as sent without actually sending anything.
Easy when you know how! Thanks.
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