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October 9, 2019
Solved

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

  • October 9, 2019
  • 1 reply
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Best answer by payment after leaving

The audit history within the invoice.


Hi kim-brecklandaccountancy

 

When you view the audit history from within the invoice you should see an audit trail when the invoice was added.

We would be grateful if you can select the drop down menu to the right of receive payment and select send reminder. Then view he audit history of the same invoice it should now have an Indirect edit and when you select that edit it will show you the date and time it was sent.

1 reply

October 9, 2019


Hi Kim

 

It is not possible to produce a report  that shows when invoices, statements and reminders were sent.

You can select the invoice and it will you give a date and time the invoice was sent. If you send a reminder the time and date will also show within the invoice however it will show as you sent the invoice again.

October 16, 2019

It's not showing up all of the reminders or statements sent. Is there another way to show all of this? Or is the only way through the actual invoice?

 

Is there something that affects it from showing up when a reminder is sent?

October 16, 2019

Hi kim-brecklandaccountancy

 

As previously stated a reminder will show within the invoice as you have sent the invoice again. You can also use the audit log for statements, cog icon > Audit log > Filter > Statements.