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How do i check to see if my estimate went through to my customer via email>

 
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QuickBooks Team

How do i check to see if my estimate went through to my customer via email>

Hi there, 

 

Ensuring your customers are receiving their emailed forms from QuickBooks is so important. Knowing whether or not the estimate was received by your customer means that you can feel secure in QuickBooks Online and it's tools. I'd be happy to shed some light on this for you and offer a fool-proof method for making sure your customers receive their estimates. 

 

The first thing to note is that if there's a delivery failure when you email forms through QuickBooks, you'll see a delivery status failure in QBO next to the estimate. 

 

If you want an alternative method you can use to make sure your forms are being received, I recommend adding yourself as a CC recipient on your emailed sales forms from this point forward. To do that, simply click the CC/BCc option when you enter the customer's email. This will send you a copy of the form as well, so you can confirm it's status was delivered successfully. 

 

I hope this helps you get back on track. If you have any other questions about this, please don't hesitate to reach out to our tech support team

 

Have a great day.