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S
Sam1309
February 18, 2019
Question

Invoices showing as unread even though customer has seen it

  • February 18, 2019
  • 1 reply
  • 0 views

Hi,

 

For some reason my invoices never show as read, however I know they have been read as the customers pay by bank transfer and the bank details are only on the invoice

 

Why is this please?

 

Thanks

1 reply

T
TaliaI
February 18, 2019

Hello Sam1309,

 

For the status to update on QuickBooks, your customers need to click 'review and pay' within the invoice - the action of clicking on this link then sends over the update that the invoice has been viewed.

 

Thank you,

 

Talia

S
Sam1309Author
February 18, 2019

Hi Talia,

 

Thanks for your reply, how are they seeing the invoice though? And how can I make it so they can only see it when I know they’ve read it?

 

Thanks

M
Mark_R
February 18, 2019

Thanks for getting back to us, @Sam1309.

 

There's a good chance your customer paid you through bank transfer without opening your invoice. And I'd be glad to discuss this in details for you.

 

The possible reason why the invoice was not mark as read since the customer seeing the full details of the emailed invoice. For them to be able to click the Review and pay button, you'll need to review the Online delivery option. Here's how:

 

  1. Click the Gear icon, then select Account and Setting.
  2. Click Sales from the left panel.
  3. From the Online delivery area, click the Pencil icon.
  4. Select the Radio button beside Show short summary in email.
  5. Click Save.
  6. Click Done.

This way, your customer will have the option click the Review and Pay button to view the full details of the emailed invoice.

 

Feel free to leave a comment below if you have any other questions.

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