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M
MarketingBiz12
July 1, 2022
Question

How can I see if invoice reminders are being sent? I have the option selected in admin, but am no longer getting cc'd on reminders. I don't think they are being sent. Thx

  • July 1, 2022
  • 1 reply
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1 reply

G
Giovann_G
July 1, 2022

Thanks for reaching out to us, MarketingBiz12.

 

You can use the Audit log report to determine which customers received invoice reminders. This section contains a record of all activity in your QuickBooks Online account. I'll show you how.

 

  1. Go to the Gear icon
  2. Under the Tools column, select Audit Log.
  3. Click the Filter button.
  4. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  5. Hit Apply.

 

Please include your email address in the Carbon Copy (CC) section. It guarantees you receive a copy of every invoice sent through QuickBooks Online.

 

Here's how:

 

  1. Go to the Gear icon, then select Account and Settings.
  2. From the left menu, click Sales.
  3. In the Messages section, you can enter your email address under Copy (Cc) new invoices to address.
  4. Click Save and then Done.

 

Refer to this article for more details: Email a sales form or report to multiple email addresses.

 

You can also read this resource to learn how to automate sending invoice reminders: Send invoice reminders automatically or manually in QuickBooks Online.

 

After receiving payment for the invoices you sent, see the following article for instructions on recording this transaction: Record invoice payments in QuickBooks Online.

 

If you have any further questions, please leave them in the comments section. I'm always available to assist here in the Community.

W
wiltine
December 18, 2023

My boss wants me to verify all of the invoice reminders that are set to automatically sent but I have searched for hours and cannot find anywhere that I can view them.

AlverMarkT
AlverMarkT
December 18, 2023

Thanks for joining the thread, @wiltine. I'm here to help. 

 

Once the Primary admin's email address is in the Carbon Copy (CC) section in your Sales settings, you can verify if all the invoice reminders are sent via the Audit log report in QuickBooks Online (QBO). You can follow the steps provided by my colleague above. 

 

However, if you can't find them, it may be that your user access has been set to Reports only user. For this, I suggest reaching out to your boss to request access to the audit log. Here's how to edit the user role:

 

  1. Sign in as a Primary admin in your QBO account.
  2. Go to the Gear icon.
  3. Select Manage users.
  4. Choose the user and apply the appropriate role access.
  5. Select Save.

 

When this is resolved, let me add this article about managing your QBO subscription: Manage billing, payment, and subscription info in QuickBooks Online.

 

You're always welcome in the Community should you have further updates on finding the invoice reminders. We're always here to assist. Take care.

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