Hi, I asked in a previous post about updating the status of an invoice and you kindly advised that you can ‘update as sent’ from the invoice management screen. I have looked here but cannot see any options for this, could you advise me where this function is please?
On the invoice preview screen, if you click ‘Send’, there should be an option to flag it as sent too:
Thank you. will this also sent the invoice? I am in the process of creating a new quickfile for the same company as the old version has not been used correctly and is a bit of a mess but is still being used to create the invoices and distribute them. Therefore on the new system I need to be able to set the imported invoices to sent (currently showing as draft). Also, by setting them as sent, will that also post them to the ledgers?
Sorry, should have written ‘send the invoice’
This will only mark it as sent, it won’t actually send it.
If you want to send it by email, make sure an email is set up for the client, and then click ‘Send Invoice email’. Alternatively, as long as the address is complete and the template is compatible, QuickFile can print and post them for you - select “Send invoice by snail mail”.
Hope that makes sense?
From the invoice management screen (where invoices are listed) you can select the invoices you want to update and click the following button:
You can then tick the box “Update as Sent”, this will not send the invoice to the client it will just update the status.
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Great, thank you 
I didn’t want to press this before just in case it sent it. Thank you both for your help.
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