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marilyngalvin
September 15, 2023
Question

How to see if an Invoice has been sent in QBO

  • September 15, 2023
  • 1 reply
  • 0 views

It appears there used to be a way to do this through the invoice list report - showing the sent column as well as through the transaction history - showing the send date

 

Is there no longer a way to tell if an invoice has been sent to the customer and when the last date it was sent was?

    1 reply

    S
    SheandL
    September 15, 2023

    Thank you for visiting the Community, @Marilyn11_2.

     

    Let me share some details about tracking a sent invoice to a customer and tell when it was last sent.

     

    Currently, you'll need to manually check and open the emails you've sent to a customer to see whether they have received an invoice. Let me guide you through these steps:

     

    1. On the left navigation panel, click on Sales.
    2. Click on Invoices.
    3. Select any customer that you want to track.
    4. On the right corner, you'll see the pop-up window
    5. On the pop-up window, you'll see the invoice activity and the last date sent.

    You can also record invoice payments in QuickBooks Online if the customer wants to record payments to connect it to their invoice to balance your account.

     

    If you need any assistance regarding this issue, feel free to comment below. We'd be happy to assist you. 

    S
    stuartwi
    September 20, 2023

    The recent change to invoice list view is decidedly a downgrade. Knowing when each invoice was sent out, which also lets you quickly decide if a reminder needs to be sent, was incredibly valuable. The "solution" you provided is not a solution at all, and will significantly increase the amount of time needed to send out invoice reminders.

     

    Also, from what I can tell, this information is also not available in the invoice report, which might have been a reasonable work around. 

     

    PLEASE RESTORE THIS FUNCTIONALITY!!!

      M
      MelroseV
      September 20, 2023

      Hello @stuartwi.

       

      I can see how the last function benefits how you manage your invoice. Recent changes, especially when a feature is removed, can affect how we use the program. 

       

      I'd like to lay down some information about how we can see if an invoice is sent in QBO. 

       

      I see that you are using a Modern view for the Invoice list report, which doesn't have the Sent column, as you've noticed. 

       

      We'll want to switch to the Classic view to add the Sent column to the report. 

       

      If you need help with the navigation, we'll want to follow these steps: 

       

      1. On the Invoice List report, click the Switch to Classic view button.
      2. Click Customize.
      3. Expand the Rows/Columns section.
      4. Click Change columns and tick the Sent box.
      5. Click Run reports.

       

      Although, we want to hear your thoughts and suggestions about the Modern view option. If you need those classic columns on the new interface, we can send feedback to our developers.

       

      If you haven't already done it yet, here's how to do it:

       

      1. Click the Gear icon.
      2. Select Feedback.
      3. Enter your comments, then hit Next to submit your feedback. 

       

      If you need help recording your invoice payments, we can take a look at this article as a guide: Record invoice payments in QuickBooks Online 

       

      Let us know if you have more questions about invoicing or running reports. 

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