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S
suzannek1
May 22, 2024
Question

How do I view invoices that have been sent?

  • May 22, 2024
  • 1 reply
  • 0 views
I received payment on an invoice that I never sent.  Is there a way to view in QBO what has been sent?  The invoice version sent no longer exists.

1 reply

J
jeanbiverly_
May 22, 2024

I can help you easily view all your sent invoices in one place, @suzannek1.

 

To achieve this, you can run the Invoice List by Date report. Here's how:

 

1. Navigate to the Reports menu.

2. Type and choose Invoice List by Date in the Find report by name search field.

 

 

3. Ensure the Report period is correct.

4. Select the Columns button, scroll down, and tick the Sent checkbox.

  • Emailed invoices will have the status Yes under the Sent column.

 

 

5. Click the Filter button and set it to Filter by: Sent, Options: equals, Value: Yes.

 

 

In case you want to learn more about personalizing your reports, check out this article: Customize reports in QuickBooks Online.

 

Additionally, you can memorize a report to save it with its recent customization settings. For more details, visit this article: Memorize reports in QuickBooks Online.

 

Hit us up again if you have other questions regarding your sent invoices. It's always our pleasure to assist. Have a great day!

S
suzannek1Author
May 22, 2024

This is helpful .  Thank you.  However, there is a major glitch.  The invoice that was sent from QBs without me knowing - twice - is not on this list.   For some reason when I sent the unlisted invoice to staff, it auto copied to the client.  It seems it only did this for one client.  Thankfully.  and that is the invoice that is not populating on this report.  So there is a setting or something off somewhere.  But I have no idea where.  Most likely something to do with the latest invoice programming update.  The online tutorial in QBs was missing a lot of information.  

S
ShyMae
May 22, 2024

Hello there, @suzannek1. I'll provide more information and possible reasons why this happened. Doing so will ensure the invoice will populate on the Invoice List by Date report.

 

Let's start by checking if you have a recurring invoice set up for the specific client or customer and if the automatically send emails option is enabled. This functionality might be causing QuickBooks to transmit the transactions without your knowledge.

 

You can follow these steps:

 

  1. Hover over the Gear icon, then select Recurring transactions.
  2. Double-click the specific invoice. Review the email address, and if the Automatically Send Emails option is on, QuickBooks will transmit it based on the scheduled date. 

 


Meanwhile, may I ask how you sent the unlisted invoice and whether you encountered any error messages? Did you make any changes or add a column for the staff email address? If you haven't modified the email address linked to the client, they should still receive the transaction. It would be helpful if you could provide a screenshot. 

 

Additionally, when generating the Invoice List by Date, choose the correct report period so that the invoices sent will populate. 



You might want to check the invoice activity to see when it was sent. Please see the attached sample for visual reference. 


For more guidance, you can refer to the following article to learn about generating and customizing reports:

 

 

All this detailed explanation should resolve your concerns and ensure that the sent invoice will be displayed on the report you've generated. If you have additional queries regarding this matter, leave a comment down below. I'll always have you back. Have a good one! 

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