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< Invoices

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 without emailing the Invoice to your Clients. You can do this in bulk or individually, steps for both are below: 


Individually

  1. Go to the Invoices tab
  2. Hover your mouse over the blue link/Invoice number
  3. A pop-up should appear with four green buttons
  4. Click on the Mark as Sent button
  5. Mark_as_Sent_individually

  6. Click OK to confirm.


Bulk

  1. Go to the Invoices tab
  2. Check the boxes off next to each Invoice you want to mark as Sent
  3. Click Send at the top of the list
  4. Send_button

  5. This will bring you to a new page asking you how you want to send your Invoices. Ensure all the boxes are unchecked for all columns
  6. Mark_as_Sent_bulk

  7. Click on the Send button.

Now your Invoices will be marked as Sent, but your Clients won’t receive an email.