Mark transactions as sent | No Stress Accounting Knowledge Base

ⓘ This article is for small businesses who use Xero

Overview

Manually mark or unmark invoices, credit notes or prepayments as sent to keep track of those you've emailed to your customer.
Marking an invoice as sent ensures reminders are sent out for overdue invoices.

How it works

While emailing a transaction automatically marks it as sent, you can also manually mark it as sent. This ensures invoice reminders are sent out for overdue invoices.

When an invoice is sent, Xero records the first time someone views it online. This could be you or anyone else who has the online link.

If an invoice is sent but not viewed, the transaction shows as Sent. Once the recipient views it, it shows as Viewed.

Marking a transaction as sent or unsent records the action in the History & Notes section of the transaction.

Mark a transaction as sent

To mark a transaction as sent:

New invoicing

Classic invoicing

In the Business menu, select Invoices.
Select the Awaiting Payment or Paid tab. Draft or Awaiting Approval invoices can't be marked as sent.
Find and open the invoice you want to mark as sent.
Select the Sent checkbox.

To mark the invoice as unsent, clear the Sent checkbox on the invoice.

You can’t mark credit notes and prepayments as sent in New invoicing.

In the Business menu, select Invoices.
Select the Awaiting Payment or Paid tab. Draft or Awaiting Approval transactions can't be marked as sent.
Find and open the transaction you want to mark as sent.
Click either:
- Email, if you’re emailing the transaction, then select the Mark as sent checkbox
- Print PDF, to create a PDF of the transaction, then click Mark as sent

You can mark credit notes and prepayments as sent in Classic invoicing.

To mark the transaction as unsent, open the transaction and click Mark as unsent.

Click here for more info!

Schedule a call with No Stress Accounting today!