There are 2 ways to mark invoices and Quotes as sent in Tradify, the first is to email the invoice/quote to your customer, see here for how to do this: Email a Quote / Email an Invoice
However, when sending an email you can also select not to mark the invoice or quote as sent, and which will mean this document will not show the sent status.
Instructions
If you then want to change this to sent you can do this by following the steps below:
- Open the approved invoice or quote you want to mark as sent.
- Select the Download PDF option.
- Click Download, this will open another page to download the PDF from.
- Return to the main Tradify Page you were on, and this will then present you with the option to mark the invoice or quote as sent.
Additional Information
More info on emailing invoices and quotes here: How To attach files from notes to an Invoice/Quote Email
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