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areeves
Jan 21, 2021 8:27 PM UTC
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Is there a report to show the date your invoices were emailed using QB Desktop?

I would like to run one report each month for multiple customers/jobs showing the date their invoice was emailed.  It looks like this feature is available for on-line QB users but I am not finding for desktop users.  Is this possible for QuickBooks desktop users?  I want to use this report as a check and balance to make sure I have emailed all of our clients their invoices.  I know that I can go into each invoice individually but that is very time consuming.  Please tell me there is a way.

    KlentB
    KlentBAnswer
    Jan 21, 2021 10:45 PM UTC

    Hi there, areeves.

     

    Thanks for checking out the Community space.

     

    Unfortunately, this type of report is unavailable in QuickBooks Desktop. For now, you can open each invoice and select the See History link to show the status flow. Check out the different type of invoice status below:

     

    • Sent - The invoice was already sent.
    • Viewed - Your customer already received and opened the email.
    • Paid - A payment has been entered for the invoice in QuickBooks.
    • Deposited - A payment deposit has been recorded in the program.

    To learn more about this process, you read this guide: Verify that an invoice was emailed and read by the recipient. I've also included an article that will help easily track your sales and stay on top of your receivables: Customize customer, job, and sales reports.

     

    You can always find me here if you have any other concerns or follow-up questions. Have a great rest of the day.

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    21 replies

    KlentB
    KlentBAnswer
    Jan 21, 2021 10:45 PM UTC

    Hi there, areeves.

     

    Thanks for checking out the Community space.

     

    Unfortunately, this type of report is unavailable in QuickBooks Desktop. For now, you can open each invoice and select the See History link to show the status flow. Check out the different type of invoice status below:

     

    • Sent - The invoice was already sent.
    • Viewed - Your customer already received and opened the email.
    • Paid - A payment has been entered for the invoice in QuickBooks.
    • Deposited - A payment deposit has been recorded in the program.

    To learn more about this process, you read this guide: Verify that an invoice was emailed and read by the recipient. I've also included an article that will help easily track your sales and stay on top of your receivables: Customize customer, job, and sales reports.

     

    You can always find me here if you have any other concerns or follow-up questions. Have a great rest of the day.

    areevesAuthor
    Jan 25, 2021 2:38 PM UTC

    Thanks for answering.  The way you stated to check is the way I have been doing it but when you are checking 30+ invoices each month this isn't feasible and very time consuming.  QB needs to create away to do this on the desk top version with a single report option.

      CMathias
      Nov 15, 2021 9:29 PM UTC

      Agreed! I also send hundreds of invoices almost every day and need a report to show invoices emailed. This would help us ensure nothing is missed. 

        solutionsacct2020
        Nov 15, 2021 4:15 PM UTC

        I'd like to know where it is in QBO?  You say it is a feature in QBO but I can't find it.

         

        solutionsacct2020
        Nov 15, 2021 4:17 PM UTC

        I'd like to know where it is in QBO?  You say it is a feature in QBO but I can't find it.  I know the data is stored, so there should be a way to get it out.

         

        rvrfrf
        Nov 15, 2021 5:39 PM UTC

        Thanks for joining this thread, solutionsacct2020.
         

        In QuickBooks Online, you can find the date you emailed an invoice to a customer by accessing your Invoices tab on the Sales screen.
         

        Here's how:

        1. In your left navigation bar, go to Sales.
        2. Access the Invoices tab.
        3. Choose an invoice by clicking on its record.
        4. On your right side of the screen, find your Invoice activity section and review the Sent date to see when it was emailed.


        You can also see the dates you opened it, your customer viewed/paid it, and when its payment was deposited to your financial institution.
         

        I've also included a detailed resource about working with invoices which may come in handy moving forward: Invoices overview

         

        Please don't hesitate to send a reply if there's any additional questions. Have a great day!

        TomAtACX
        Nov 18, 2022 5:32 PM UTC

        Puzzled by one thing in the animated demo file here.

         

        The text says "...review the Sent date to see when it was emailed."  But in the image (and on my screen) there is no Sent date."  There is an Opened Date, and on mine I see Viewed dates.  But nothing for Sent.

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