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mbell19
December 4, 2023
Question

Tracking of customer interactions with invoices

  • December 4, 2023
  • 1 reply
  • 0 views

In the past, in QBO I've been able to track/view when a customer has opened an invoice. It would also show me the date I sent a reminder and whether the customer had viewed the invoice since the reminder. Suddenly I am no longer to see this information. Did QB do away with this feature? If so, this is a huge issue and a big mistake!!!

1 reply

L
LeizylM
December 4, 2023

Hi there, mbell19.

 

I can see that there are separate threads that have similar questions about tracking customer interactions with estimates . Please see this link for more details: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-can-you-track-when-a-customer-has-opened-an-estimate-in-the/01/1351712#M202054.

 

The Community is always here if you need anything else. 

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