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April 20, 2022
Question

How do you tell if an invoice was emailed?

  • April 20, 2022
  • 1 reply
  • 0 views
was an invoice emailed?

1 reply

April 20, 2022

Hello grouiosj-gmail-c

 

To see if an invoice was emailed in QuickBooks Online, you can run a Transaction List by Customer report and customize the report to include the Sent column status. Let me show you how:

 

  1. Click on the Reports tab.
  2. On the search box enter the report name Transaction List by Customer, and select it.
  3. Click on the Customise button.
  4. Under Rows/Columns tick the box for Sent.
  5. Click on Filter too if you need to add more information to the report.
  6. Click on Run report.

You can also save the customised reports in your QuickBooks Onlne account. Also, you can check this link to learn more about Customize reports in QuickBooks Online.

 

Feel free to comment below if you need more help with your invoices. The Community is here to help you.