Thank you for getting in touch. It looks like you're inquiring about obtaining a copy of an email that was sent as a payment reminder. I'm here to provide assistance.
QuickBooks Online offers an Audit Log feature that can help you keep track of various actions taken within your account. While the actual email content isn't viewable in the Audit Log, it does provide a log of activities.
To access it, follow these steps:
Log in to your QuickBooks Online account.
Click on the Gear icon in the top right corner, then select Audit Log under Tools.
In the Audit Log, you can filter activities based on dates, users, and events.
Look for entries related to email activities to see when payment reminders were sent.
Moving forward, if you'd like to receive a copy of emails sent for payment reminders, there's a handy option available. When manually sending a reminder, you'll want to tick the Send me a copy checkbox. This will ensure that you receive a copy of the reminder email for your records.
Here's how:
Go to the Sales menu and then select Invoices.
Find the invoice you'd like to send a reminder for.
From the Receive payment dropdown, select Send reminder.
Tick the Send me a copy checkbox.
Customize your message and select Send.
Additionally, I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Your input is invaluable in helping us improve our services and better meet the needs of our users. To send a feature request:
Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
From the drop-down, choose the appropriate category, then select Send message.
Please feel free to reach out if you need additional assistance with customizing your forms. Your success with QuickBooks is our top priority. We're here to support you every step of the way.