report for all sent emails

Currently, QuickBooks Desktop does not have a report that shows all invoices emailed to your customers, along with their invoice numbers. To view them, open the invoice from each customer to see the transaction number, and click the See History link to check its status flow by date. Here's how:

1. Go to the Customers menu.
2. Select Customer Center and pick a client below.
3. From the Transaction column, click the Show dropdown and choose Invoices.
4. Open one of them. Then click the See History link beside the large Invoice word.

Please review the different types of email statuses below:

• Sent: The invoice was already sent.
• Viewed: Your customer has already received and opened the email.
• Paid: A payment has been entered.
• Deposited: Payment has been recorded.

Then, to create a customized copy, save the details of successfully sent invoices outside and run a custom report sorted by invoice number. Once done, export the report to Excel.

Next, add a column in the Excel file for the invoice email status. Use the information you tracked manually to mark emailed invoices as sent. Finally, filter the data based on status.

Let me know if you have additional questions by leaving a comment below.

 ​@Brita2 Actually, the closest and relatively easy way to get this is to open each customer and go to the Sent Email tab. 

It shows you when the invoice was emailed under Date, the number under Subject or Num, and who sent it and where it was sent. 

You can only do this per customer, however…and it shows you all the transactions emailed but you can click on the Type header column to sort it by transaction type. 

I will edit this if I find something easier. 

P.S: I have no idea why I can’t attach a screenshot lol