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November 8, 2018
Question

Invoices viewed by customers

  • November 8, 2018
  • 1 reply
  • 0 views

Why do not all sent invoices show they have been viewed even when they have been viewed by the customer?

1 reply

Rustler
November 8, 2018

As I understand it, the way the sent/viewed aspect works depends on the setting under online delivery 

Under email options for invoices you must choose "online invoice"

and you must NOT check off the "Attach invoice as pdf" 

The customer will receive an email with a link to open the invoice (which they can print if they wish). When the customer clicks on "view invoice now" that is what QBO tracks. 

November 13, 2018

However, the function of Customer Viewed Invoice (which is very important to those managing AR) does not work effectively and is known technical issue by QBO Support. Why is this important to QBO users and executives who are responsible for managing their cash flow and customer collections?  Because the Customer Viewed logs in Activities suggest that the Customer actually viewed the invoice and perhaps is taking action on this.  The issue is that the logs do not necessarily display accurate information - which leads to false positives for activities on getting paid.  For example. whoever is the recipient or is in the cc, or bcc field (could also be a group of individuals in a Company setting) and they select the Intuit-generated invoice, the Activities log states that the CUSTOMER Viewed the invoice - even if it was someone who sent the invoice from the Company. For example, if you are copied on the outbound invoice and it stays in your inbox or one of the Companies general AR inboxes, each time someone from your Company passes over it or specifically selects the invoice via their email, QBO logs that the Customer Viewed it.  This should be an easy fix by QBO engineers as the IP address should dictate who specifically viewed the invoice.  Once this Activity log code is fixed, it will certainly be easier to follow the payment trail and protect cash flows!

March 6, 2019

Agreed with PTE3. It would be nice to track just certain email for opening ... as we CC our internal team on certain emails, I don't care to confuse them opening the email with the customer opening the email.