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sga3
March 31, 2021
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How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

  • March 31, 2021
  • 3 replies
  • 0 views
I am looking to tell my customer the first and second time her invoice was emailed to her. She is disputing the late fee, and I want to look up all the previous times I emailed the invoice.
Best answer by Rubielyn_J

Good to see you here, @sga3. I can guide you to see the history of your emailed invoices.

 

We have to simply open the invoice and see the Audit History. It will show the date and time you emailed an invoice to your customer.

 

Here's how: 

 

  1. From QuickBooks Online, go to the Sales tab and then select the Customers section.
  2. Click the name of the client whose invoice you'd like to know the email history.
  3. Search and select the invoice from the list. 
  4. From the invoice page, click More at the bottom and select Audit History.
  5. View that date and the status next to the Sent field.

 

I've also added this resource to guide you on how to receive and record invoice payments.

 

You'll want to personalize and add specific info to sales forms. Please refer to this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

That's it! Let me know in the comment section if you need more help in managing invoices in QuickBooks. I'll be around to help. Have a wonderful day.

3 replies

Rubielyn_J
Rubielyn_JAnswer
March 31, 2021

Good to see you here, @sga3. I can guide you to see the history of your emailed invoices.

 

We have to simply open the invoice and see the Audit History. It will show the date and time you emailed an invoice to your customer.

 

Here's how: 

 

  1. From QuickBooks Online, go to the Sales tab and then select the Customers section.
  2. Click the name of the client whose invoice you'd like to know the email history.
  3. Search and select the invoice from the list. 
  4. From the invoice page, click More at the bottom and select Audit History.
  5. View that date and the status next to the Sent field.

 

I've also added this resource to guide you on how to receive and record invoice payments.

 

You'll want to personalize and add specific info to sales forms. Please refer to this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

That's it! Let me know in the comment section if you need more help in managing invoices in QuickBooks. I'll be around to help. Have a wonderful day.

    Rubielyn_J
    Rubielyn_J
    April 1, 2021

    Hi, @sga3.

     

    Hope you’re doing great. I wanted to see how everything is going about the invoice concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

     

    Looking forward to your reply. Have a pleasant day ahead!

    S
    sga3Author
    April 2, 2021

    Thank you so much!  That was just what I was looking for.

      R
      Reefseeker
      May 6, 2022

      I see options for online but nothing for Desktop. Only option I can think of is add my own email address to every customer but I have a few thousand. That be crazy. 

      LieraMarie_A
      LieraMarie_A
      May 6, 2022

      Welcome to the Community, @Reefseeker.

       

      Hope you're having a great week! There's a way to view sent out invoices in QuickBooks Desktop and it only takes a few clicks. You can go to the Sent Email tab in the Customer Information window. It has all the information you need, including the date, invoice number, and who sent it.

       

      Here's how:

       

      1. Go to the Customer menu and then select Customer Center.
      2. Choose the customer.
      3. In the Customer Information window, select the Sent Email tab.

       

      Using this tab, you'll be able to identify which invoices were delivered. Once you get the payment, record it in QuickBooks. If you're using QuickBooks Payments, it processes the payment and categorizes it into the correct account.

       

      I'd be happy to help you again in the future. Feel free to visit us if you need any more help. I'm determined to ensure your success!

      R
      Reefseeker
      May 6, 2022

      wow can't believe I never seen this. Thanks!

      How did I miss it I will never know. 

      But I also figured out in this short time that in sent emails of my gmail account I use every email is there also

       

      Thanks again, this is faster.

       

       

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