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June 17, 2024
Question

I know you can see that an invoice has been sent and when under activity, but are you able to see who it was sent to each time somewhere?

  • June 17, 2024
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1 reply

June 17, 2024

Yes, I know exactly where you can see who each invoice was sent to, Tina.

 

QuickBooks Online has this information available within the platform. You can view the details by utilizing the Audit log feature.

 

This feature tracks all activity related to your invoices, including the customer name, email address, and the date/time the invoice was sent.

 

Here's how:

 

  1. Go to the Gear icon located at the top right.
  2. Under Tools, select Audit log.
  3. The Event column will show you where the invoice was sent, like if it was emailed to the customer.

 

For more details, I'd recommend checking out this helpful article. : Use the audit log in QuickBooks Online.

 

Further, I've attached resources that cover how to automatically send payment reminders to your customers, as well as some additional details on emailing invoices:

 

 

If any other invoice-related questions arise, please don't hesitate to post back. I'll be available to provide any additional support you may need.