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dnmh
February 9, 2024
Question

On the Sales - Invoices screen, the Status column shows me "Sent" Status for many "Viewed" Invoices

  • February 9, 2024
  • 1 reply
  • 0 views
On the Sales - Invoices screen, the Status column shows me how many days overdue all of my customer invoices are, as well as whether the Invoice has been "Sent" or "Viewed". I use this screen to scan the list and quickly identify client Invoices that might not have been viewed yet by the client, so that I can follow up with them another way for collections purposes. 

The problem is, many of the Invoices arbitrarily show a status of "Sent" when they have in fact already been viewed by the client (sometimes viewed as many as 10 times). Is this a bug in the system that it is not displaying the correct status of "Viewed" as it should for all viewed invoices? It shows the Viewed status for some, just not all viewed invoices.

And please, before anyone suggests that I clear my cookies, etc, this error occurs just the same in Incognito mode - I've already tried this!

Are other users having this issue? Is QBO aware of this malfunction/bug?

Thanks!

1 reply

R
RogelioL
February 10, 2024

I appreciate your effort in trying another way to solve this matter, @dnmh.

 

Usually, the invoice status will change depending on whether it is mailed, viewed by your customer, or you've received the payment. However, since the status of your invoice didn't change regardless of how repeatedly your customer viewed it, I suggest contacting our support team. Rest assured, they have the necessary tools to check and resolve this issue.

 

Here's how to reach them:

  1. Log in to your QuickBooks Online account.
  2. Click Help (?).
  3. Type in "Talk to a human," then press Enter.
  4. Select Contact Support Team.
  5. Type again Talk to a human and click Contact Support Team.
  6. Choose a way to connect with us.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

 

Additionally, this article can help you learn more about recording invoice payments: Record invoice payments in QuickBooks Online.

 

Feel free to reach out if you have further concerns about your invoices or any QuickBooks-related queries. It's always our pleasure to help you. Keep safe. 

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