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debbie-machmaint
November 22, 2023
Solved

Did we lose the feature where we can see when an invoice has been viewed?

  • November 22, 2023
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by jeanbiverly_

I'm glad to have you here in the Community, Debbie!

 

The feature for tracking invoice activity is still available in QuickBooks Online (QBO). Let me guide you through the steps to find it.

 

  1. In the left navigation panel, go to Sales.
  2. Open the Invoices tab.
  3. Click on the invoice to see its details.
  4. A pop-up screen will appear, displaying the Invoice Activity.

 

To address your concern, @PhillyQ32, you can still delete invoices on the app. Here's how:

 

  1. Open the invoice you want to delete.
  2. Click the Menu or More button.
  3. Select Delete.

 

 

Also, you can still convert an estimate to an invoice. You can follow these steps:

 

  1. Pull up the estimate you want to convert.
  2. Under the Pending section, click Convert to Invoice.

 

 

In case you want to add a discount and account summary to your invoice, you can check out these articles for guidance:

 

 

Please let me know if you have any follow-up concerns regarding invoices. I'm always available to help.

3 replies

P
PhillyQ32
November 22, 2023

We also lost the ability to delete invoices on the App. And the ability to turned estimates into invoice on the App.  

J
jeanbiverly_Answer
November 22, 2023

I'm glad to have you here in the Community, Debbie!

 

The feature for tracking invoice activity is still available in QuickBooks Online (QBO). Let me guide you through the steps to find it.

 

  1. In the left navigation panel, go to Sales.
  2. Open the Invoices tab.
  3. Click on the invoice to see its details.
  4. A pop-up screen will appear, displaying the Invoice Activity.

 

To address your concern, @PhillyQ32, you can still delete invoices on the app. Here's how:

 

  1. Open the invoice you want to delete.
  2. Click the Menu or More button.
  3. Select Delete.

 

 

Also, you can still convert an estimate to an invoice. You can follow these steps:

 

  1. Pull up the estimate you want to convert.
  2. Under the Pending section, click Convert to Invoice.

 

 

In case you want to add a discount and account summary to your invoice, you can check out these articles for guidance:

 

 

Please let me know if you have any follow-up concerns regarding invoices. I'm always available to help.

L
LadyA
December 7, 2023

Where is the pop-up?

 

"

  1. A pop-up screen will appear, displaying the Invoice Activity."
R
Rasa-LilaM
December 7, 2023

Thank you for joining this thread, LadyA.

 

I recognize how challenging it can be when you're having trouble locating a specific feature in QuickBooks Online (QBO). The Invoice Activity function is an essential tool for keeping track of your sales forms, and I'm here to help you find it.

 

When you click on the invoice, the Invoice Activity side panel will show up instead of a pop-up screen. Should you continue to encounter difficulties in finding this feature, please provide more specific details about your experience. This will help me gain a clearer overview of what happened to the sales form. and provide you with a permanent solution to address the issue. 

 

In the meantime, you can check out this helpful article on how to edit your reminder message for customer invoices that will soon be overdue: Send invoice reminders automatically or manually in QuickBooks Online. 

 

Additionally, we offer a range of resources that delve into different approaches for handling sales and customer-related responsibilities, such as utilizing a mobile application to track invoice statuses:
 

If you have any other sales-related concerns or additional questions about the Invoice Activity function, don't hesitate to leave a comment below, LadyA. I'll be more than happy to assist you further. Enjoy the rest of your day!

A
accounting@exhib
January 18, 2024

When we open an invoice, QB online, we could see the viewing activity at the bottom.  That's gone.  Where did the important bit of information go?

S
SheandL
January 18, 2024

Hello, exhib. 

 

I acknowledge the importance of successfully viewing your invoice activities in QuickBooks Online. I'm here to ensure that you can view this seamlessly. Tracking your invoice activity is still available in QBO. However, you'll need to go to the Sales menu to access this. Let me show you how.

 

  1. On your left navigation panel, go to Sales.
  2. Select Invoices.
  3. Click the invoice you want to track.
  4. A window showing you the Invoice Activity will appear on the right side of your screen. 

 

Furthermore, you can check this article to track the invoice payments you've received: Record invoice payments in QuickBooks Online.

 

Don't hesitate to get back to us if you have further concerns about invoice activity in QBO. We're always here to assist you.

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