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July 10, 2019
Question

How can i see if a client has viewed our estimate or invoice

  • July 10, 2019
  • 1 reply
  • 1 view
No text available

1 reply

Level 8
July 10, 2019


Hello woodpeckertreeca,

 

Welcome to the Community - thank you for your question!

 

If your customers have clicked on the Review & Pay link within the emailed invoice, the status of the transaction will change to Viewed. You can check this by going to the customer's account and checking the Status column of the invoice/expense. If they have viewed it, you can also open the transaction and scroll down to see when this was.

 

Thanks,

 

Talia