Mark or unmark quotes as invoiced

Mark an accepted quote as invoiced if you've supplied the items in your quote and invoiced your customer. Use this method if you haven't created the invoice from your quote. If you are selling tracked inventory items, marking a quote as invoiced does not update your tracked inventory record.

Marking a quote as invoiced will not create a new invoice. Instead of marking a quote as invoiced you may want to create an invoice from a quote.

How to mark quotes as invoiced

  1. In the Accounts menu, select Sales.
  2. Under the Quotes heading, click the Accepted status panel.
  3. Select the checkbox next to each quote you want to mark as invoiced.
  4. Click More, then Mark as Invoiced.

    Image showing multiple quotes selected.

You may want to add a note to each quote recording the number of the invoice you created, for your reference.

How to unmark quotes as invoiced

Use Unmark as Invoiced to change your quote's status from Invoiced to Accepted.

  1. In the Accounts menu, select Sales.
  2. Under the Quotes heading, click the Invoiced status panel.
  3. Select the checkbox next to each quote you want to unmark as invoiced.
  4. Click More, then Unmark as Invoiced.

    Image showing quotes selected for unmarking.

The quotes now appear on the Accepted status panel.