If you sent an invoice to your client by post or delivered it in person, you can manually mark it as sent to keep track of its status in Smokeball.
To do this:
- Navigate to the Invoices tab in the Matter.
- Select the three dots icon on the right-hand side of the invoice list next to the relevant invoice.
- Select Mark as Sent.
- Choose the date sent and the method of sending from the "Sent via" drop-down menu. Add internal notes if needed.
- Select Mark as Sent.
Invoices marked as sent are denoted with a green tick in the invoice list.