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userjohn1
January 19, 2024
Question

How do I see history of when invoice was e-mailed and dates and times sent and when or if received or rejected.

  • January 19, 2024
  • 1 reply
  • 0 views
We used to see history of e-mailed invoices at bottom of invoice now we only see one line of last time invoice was sent. How to see history of when sent, if received, if rejected or returned invalid e-mail address, etc. This is all I see now used to history need to be able to pull up if on phone with customer to know how many times over what period invoice was sent to interact on a professional bases with a customer and try and get closure of invoice.

1 reply

G
GlinetteC
January 19, 2024

Hi there, userjohn1.

 

I recognize the importance of the feature that allows you to see the history of e-mailed invoices at the bottom of the invoice. However, there's an update indicating that this feature is no longer available.

 

I can offer an alternative option by reviewing the activity of your invoices from the Sales page. Let me guide you on how:

 

  1. Navigate the Sales tab.
  2. Select Invoices.
  3. Choose the invoice transaction you want to view the activity history.

 

In case you require assistance with organizing your invoice/estimate template in QuickBooks, you can explore the following article:  Customize invoices, estimates, and sales receipts in QuickBooks Online. This resource offers detailed guidance on integrating various elements into your sales form and customizing them to align with your preferences.

 

You can always reply in the comments below if you need further assistance managing invoices. I'll be right here, willing to help at any time. 

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