How do I mark an Invoice as 'sent'?

In FreshBooks, Draft Invoices do not count towards your financial totals and Reports. Sometimes your Client might request that you give them a hard copy of the Invoice, or you may want to send the Invoice outside of FreshBooks.

In this case, you can mark the Invoice as Sent so that the total can be reflected in your Reports accurately. There are two ways to mark an Invoice as Sent, and steps for both are below:

From the Invoices Section

1. Go to the Invoices section
2. Check off on the Invoice(s) you wish to mark as sent
3. Click on the Bulk Actions button above the list
4. Click on Mark as Sent
5. You'll be asked to confirm this action - NOTE: Your Client won't receive an email, however if they have a FreshBooks account, the Invoice will appear in their account:

From Within the Invoice

1. Go to the Invoices section and click on the Invoice you wish to mark as sent
2. Click on More Actions in the top right
3. Select Mark as Sent 
   
   
4. You'll be asked to confirm this action - NOTE: Your Client won't receive an email, however if they have a FreshBooks account, the Invoice will appear in their account: 

And that's it! The Invoice will now be reflected in your Reports and the status will have changed accordingly.