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QHVAC
February 19, 2024
Question

Viewed invoices

  • February 19, 2024
  • 2 replies
  • 0 views

The tab that shows that the invoices are viewed/how many times viewed and a time stamp of when viewed... is that showing only when the customer clicks and views the invoice or is it also showing when I have viewed the invoice through quickbooks?

2 replies

J
jstone63
February 22, 2024

From my experience and testing the number of views includes all views by anyone, including your Quickbooks users.

S
SheandL
February 22, 2024

QuickBooks Online has a feature that lets you know if a customer has viewed the emailed invoice, QHVAC. 

 

The Invoice activity section in QuickBooks Online tracks the number of times an invoice is viewed. Please know that viewing or opening invoices within QBO will not count as viewed. Only views done by opening the emailed sales form will appear in the said section.

 

Furthermore, the timestamp includes all views by anyone who receives the invoice, including those added in the CC and BCC fields.

 

Additionally, QBO has functionality that gives you tools to create personalized and professional-looking sales forms. You can refer to this article to learn how: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please don't hesitate to reply to this post if you have further questions about viewing invoices in QBO. We're always available to assist you.

J
JDK043024
April 30, 2024

Is there a way to see specifically who viewed it such as what email address?

The old viewed invoices indicated who viewed it.  Can we have that back?

    K
    Kevin_C
    April 30, 2024

    I understand how essential it is to have the ability to see the invoice, specifically who viewed it, @JDK043024.

     

    At this time, the new layout doesn't have an option to see what specific email address has viewed the invoices you have sent in QuickBooks Online (QBO).

     

    For now, I'll take note of your feedback to help improve our service. Also, you may personally send this product suggestion to our software engineers to have this feature back in the program. Let me show you how:

     

    1. Go to the Gear icon at the top.
    2. Select Feedback.
    3. Type in your feedback and product suggestions.
    4. Click Next to submit them.

     

    Additionally, you may refer to this article on how to view all sales transactions and invoice status on the Sales page: View sales transactions.

     

    Please know that you're always welcome to post a reply in this thread if you have any other questions about managing invoice transactions. I'm just around to help you further.

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