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MarshaClark
December 19, 2023
Solved

Can I see if members have viewed their invoices?

  • December 19, 2023
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by KimberlyS

Hello, everyone.

 

Let me share information to help track the status of your emailed invoices.

 

QuickBooks Online allows users to track invoice status. These include if the customer has already viewed their invoices. Let me guide you on how.

 

  1. Select Sales, then choose Invoices.
  2. Look for the transaction and click on it.
  3. Once a pop-up window appears, you can see the Viewed status under Invoice activity.

 

Moreover, when you're ready to record customer payments, you can utilize this material as your guide: Record invoice payments in QuickBooks Online.

 

Feel free to update us in the thread if you have additional questions about tracking invoice status or other related concerns in QuickBooks Online. It's our top priority to offer further assistance.

2 replies

D
DBisel1
December 19, 2023

I have the same question, I use to be able to see the sent and customer viewed report at the bottom of the invoice. Now how can I tell if they received it and or viewed it?

    K
    KimberlySAnswer
    December 19, 2023

    Hello, everyone.

     

    Let me share information to help track the status of your emailed invoices.

     

    QuickBooks Online allows users to track invoice status. These include if the customer has already viewed their invoices. Let me guide you on how.

     

    1. Select Sales, then choose Invoices.
    2. Look for the transaction and click on it.
    3. Once a pop-up window appears, you can see the Viewed status under Invoice activity.

     

    Moreover, when you're ready to record customer payments, you can utilize this material as your guide: Record invoice payments in QuickBooks Online.

     

    Feel free to update us in the thread if you have additional questions about tracking invoice status or other related concerns in QuickBooks Online. It's our top priority to offer further assistance.

    J
    Jen662
    January 24, 2024

    Ok, but what happened to the history report at the bottom? It may say viewed in the invoice screen but now we have no precise information to 'prove' it was seen.

    S
    SarahannC
    January 24, 2024

    Hello there, Jen662.

     

    Are you referring to the history report as a way to review the status of the invoices on the Invoice page? Please take a look at the screenshot below for further reference:

     

    If so, you can still view the invoice status from there by following these steps.

     

    1. Open the invoice and make sure it was already sent.
    2. Click the Manage icon.
    3. Click Activity.

    Feel free to explore these articles to gain a better understanding of managing sales forms:

     

     

    If you have further questions about sales forms, I'm here to help.

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