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Marking Invoices as Sent

We have a dozen or so invoices that have been paid (months ago in some cases) but are still showing up on the list when I 'Select invoices to send' at the top of the invoice list.  How can I change their status so they do not show up over and over again here?


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Ubiquiti Employee
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Re: Marking Invoices as Sent

Thanks @MimCom, we will improve this.

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Ubiquiti Employee
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Re: Marking Invoices as Sent

@MimCom You need to uncheck the invoices you don't want to send and then click the "send" button, the "mark as sent" screen will then appear.

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Ubiquiti Employee
Posts: 3,511
Registered: ‎12-10-2015
Kudos: 1248
Solutions: 271

Re: Marking Invoices as Sent

Thanks @MimCom, we will improve this.
Veteran Member
Posts: 5,651
Registered: ‎07-03-2008
Kudos: 1767
Solutions: 137

Re: Marking Invoices as Sent

UCRM v2.13 includes a solution (thank you).

Veteran Member
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Re: Marking Invoices as Sent

Perhaps I just forgot where this lives, but something looks different in v2.14.1:

zero-dollar-invoices.png

 

Ubiquiti Employee
Posts: 1,152
Registered: ‎03-21-2016
Kudos: 187
Solutions: 133

Re: Marking Invoices as Sent

@MimCom You need to uncheck the invoices you don't want to send and then click the "send" button, the "mark as sent" screen will then appear.

Ubiquiti Employee
Posts: 3,511
Registered: ‎12-10-2015
Kudos: 1248
Solutions: 271

Re: Marking Invoices as Sent

You can use this dialog box to batch send all the unsent invoices. Additionally, you can uncheck some of them, the unchecked invoices won't be sent and you can choose not to show them in this dialog again.
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Veteran Member
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Re: Marking Invoices as Sent

Thank you.  This time we did not have any invoices to send, so it did not occur to me to hit 'Send' there.

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