In MyCase, an invoice is marked as "sent" when you have shared it with a client or contact who is responsible for making payments on the invoice. However, we realize that not every client of yours will receive their invoices electronically. In this situation, it is customary to export a PDF copy of the invoice and send it to the client via snail-mail.
For this reason, anytime you export a PDF copy of an Unsent invoice, you may find that you want to change the status of the invoice to sent. This will keep you organized and on top of which invoices have been shared with a client and which still need to be sent out. Please Note: When you export an invoice, you will be prompted if you would also like to mark the invoice(s) as sent.
Editing the status of your invoice(s):
There are two different ways to edit the status of an invoice: batch invoice actions and through the invoice editor.
To change the status of one or multiple invoices at one time, navigate the Billing tab > Invoices. From here you can select the specific invoices that you would like to change the status of (or use the select all at the top of the screen). Next, click on the 'Actions' button and choose the specific status that you would like to change the invoices to: Draft, Unsent, or Sent. If you have selected more than one invoice, all invoices will reflect this new change.
If you would like to edit the status of your invoice individually, navigate to the invoice details page, click on the Edit icon to open your invoice editor page.
Then, on the top right menu change the Sent Status to reflect the invoice being either "Sent" or "Unsent".