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udjdtdkd
Level 1

How can i get a read receipt, when a quote and invoice is been emailed to a client

 
1 Comment 1
JenoP
Moderator

How can i get a read receipt, when a quote and invoice is been emailed to a client

I'll help with your question about emailing sales form, udjdtdkd.

 

There's a section in the invoice or estimate where you can see if the transaction has been opened or viewed by customer. Here's how you can check the details:

 

  1. Open the invoice or estimate.
  2. Scroll-down to the bottom section of the page and look for Activities

You will see from this section the date and time when your customer has viewed the transaction. 

 

You'll want to run a Transaction List by Customer report. This will basically give you the list of transactions, including invoices and estimates, per customer to easily review them. Just go to the Reports menu and type in the name of the report. 

 

The Community is always here if you need more help when creating or sending transactions from QBO. 

 

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