Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
January 20, 2020
Question

Can you see if a customer saw an invoice or statement?

  • January 20, 2020
  • 1 reply
  • 3 views
No text available

1 reply

Anna S
January 20, 2020

Hello, @naturescape1.

 

Nice to have you in the Community. I'm glad to help you see if your customer has seen their invoice or statement.

 

In QuickBooks Online, you have to configure the settings to work for online invoice delivery. Setting this up will allow you to see when invoices are sent, viewed, paid, and deposited. Here's how:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose the Sales tab
  4. Press the pencil icon on the right-hand side of Online Delivery.
  5. Uncheck PDF Attached and pick Online Invoice under additional email options for invoices.
  6. Press Save.

That's all there is to it! Now when you send invoices, you'll be able to see if your customer has viewed the PDF in the Status column of your invoicing page.

 

Please let me know if this gets you back to business. I'll keep an eye out for your response.