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dnmh
November 16, 2023
Question

Has Invoice History Disappeared?

  • November 16, 2023
  • 4 replies
  • 0 views
Up until about a week ago, in the bottom left quadrant of the individual Invoice screen, you used to be able to see the full history of when/how many times an invoice had been sent, and also how many times it had been viewed by the customer. All of that data has simply disappeared. Please tell me it's coming back, or that there is a VERY easy other place to find it? I can see some history on the "Invoices" screen (where you can see ALL invoices and click on an individual one to see the quick summary), but it also seems that some of the send/view history has disappeared for some of our invoices (ie invoices that I know have been sent out multiple times now only show the most recent send date). We NEED this info for tracking collections. Please help!

    4 replies

    Adrian_A
    Adrian_A
    November 16, 2023

    Hello dnmh,

     

    I'm here to point out where you can see the invoice status.

     

    On the new invoice experience, you can see the invoice status in the Manage section. I'll guide you with these steps:

     

    1. Open the invoice.
    2. Click Manage.
    3. Select the Status drop-down.
    4. Click Activity.

     

    You can use this screenshot as your visual guide:

     

     

    Furthermore, I've added this article on how you can record invoice payments: Record invoice payments in QuickBooks Online.

     

    I'm always around whenever you have invoice concerns.

    D
    dnmhAuthor
    November 17, 2023

    Hi there. Thanks for the quick reply, but my Invoice screen does not have a "Manage" button/option that I can see anywhere. When I click "Edit Invoice" on the invoice I want to view, the top left corner of the Invoice screen for an individual Invoice in my QuickBooks Online simply has the invoice # with a little clock with a circular arrow around it, and if you click on that button, it just pops up "Recent Invoices". Can you please direct me as to how I would get to the screen that you're referring to? Thanks!

      S
      Shania_C
      November 17, 2023

      Hi there, @dnmh.

       

      I can assist you with viewing the Manage button/option. In order to view the invoice activity, select an invoice and click on it once. This will display the invoice activity on the right side of the panel.

       

      However, the steps above that given by my colleague's only apply to the new invoice experience. Since you mentioned that the interface on your viewing invoice form appears different, this could be because you are using an older layout or experience. You can click the New Layout to see the Manage Gear > Status section.

       

      Moreover, if you are unable to view the invoice status history, it may be due to an excess of cached data in your browser. This can cause unexpected behavior with the product. This may be the reason why you are unable to view it. I recommend clearing your cache and cookies to fix issues when using QuickBooks Online. Doing so will remove the historical data and access QuickBooks with a clean slate.

       

      Considering the persistent problem, I recommend contacting our support team for expert assistance. They possess the necessary tools to troubleshoot the issue and provide accurate guidance.

       

      Here's how:

       

      1. Sign in to your QuickBooks Online company.
      2. Select Help (?).
      3. Select either tab to get started:
      • Assistant: Get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you need further help, you can still Talk to a human.
      • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
        • Start a chat with a support expert.
        • Get a call back from the next available expert.
        • Ask the community to get help from businesses like yours.

       

      Support Hours

      Plus, Essentials, Simple Start M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT Advanced, any time, any day.

       

      If you have further questions or queries regarding your invoice, feel free to leave a comment. The Community is always open 24/7. Keep Safe!

      C
      cmg5
      November 20, 2023

      I'm in the same boat. Viewing history is important for us and to have it taken away is a HUGE step backwards.

        A
        anthonywickey
        November 24, 2023

        Why bury it and make things slower to find?  PLEASE bring it back where it was!  This is definitely a step backward.  It actually confused me and I thought I must not have sent the invoice since there was no history, so I sent it again, later to realized the software had just made me look stupid (and impatient) to our customer.

          W
          WyoGirl77
          January 15, 2024

          I couldn’t agree more.  It’s now buried with less info and agree I would like to have it back as it always was.  I need this info handy and use it regularly 

          R
          rootbeer74
          December 8, 2023

          I have the very same issue. I rely on this info. It was in a logical and easy location with absolutely no reason to change. QB is not making things prettier or more user friendly. Its difficult, frustrating, unreliable, and still not pretty. Its accounting software, how pretty does it need to be?

            T
            TRucker100887
            June 24, 2024

            Make sure you are in Accountant View and Business View. Click the Gear Icon. At the bottom right click Business View to Accountant View.

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