Frequently Asked Questions

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. In this scenario rather than send the Invoice by email, you may wish to save it as a draft, print it out and hand it to them. 

In this situation, the Invoice is still 'live', however within your account it is still saved as a draft and therefore will not be reflected in your Reports. Have no fear! You're able to simply mark the Invoice as 'Sent' manually. You can do this in one of two ways: 

From the Invoices Section

  1. Go to the Invoices section and check off on the Invoice(s) you wish to mark as sent
  2. Click on the Actions button above the list
  3. Click on Mark as Sent

    invoice_list_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:

    sent_status

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 

    invoice_view_mark_as_sent

  1. 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: 

    sent_status

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