Showing a customer invoice as issued

Support
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Hello. I have six weeks of backdating to do to 1st May as we were a bit behind getting ready to go with QF from 1st May. This means that we have invoices that were issued under our old accounting system, and paid, but that I have recreated in QF so that we have an accurate record of activity from May 1st.

I don’t want to email these invoices out again as they’ve been paid, so how can I show them as paid on QF? When I go to tag the payment in the bank feed QF tells me it can’t find a corresponding invoice, which I assume is because I haven’t emailed them out from QF. There’s a hole in my bucket. If I go to enter a payment manually QF rightly warns me that I’ll end up with a duplicate.

We’ll likely continue with the two accounts systems til the end of this quarter just to be sure we’ve got the hang of it all, so this situation will occur a few more times and I’d love to get it sorted. Thank you.

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Hi @HeatherD

If you click on Send, there’s an option there to Flag invoice as sent.

This won’t send the invoice anywhere, but it’ll move it from “Draft”, and allow you to tag it.

You could even flag them in bulk from the invoice overview page.

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You can Flag invoice as sent (This will update your records only to show the invoice as outstanding)

1 Like
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And if you just want TB from the old accounting system as a starting point for QF on a particular date you can read this guideline as a starting point. Hope it is of help, plz see link switching accounting system

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Oh great - I was nervous about hitting Send in case it ran away a bit! Thank you.

1 Like
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Smashing, thank you. I’ll have a read of that tomorrow.

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