Skip to main content
December 10, 2020
Question

How can i get a read receipt, when a quote and invoice is been emailed to a client

  • December 10, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JenoP
December 10, 2020

I'll help with your question about emailing sales form, udjdtdkd.

 

There's a section in the invoice or estimate where you can see if the transaction has been opened or viewed by customer. Here's how you can check the details:

 

  1. Open the invoice or estimate.
  2. Scroll-down to the bottom section of the page and look for Activities

You will see from this section the date and time when your customer has viewed the transaction. 

 

You'll want to run a Transaction List by Customer report. This will basically give you the list of transactions, including invoices and estimates, per customer to easily review them. Just go to the Reports menu and type in the name of the report. 

 

The Community is always here if you need more help when creating or sending transactions from QBO.