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marya-morrison
Level 1

Is there a way for me to view the sent/emailed invoices this month? or a way to see if an invoice has already been sent?

 
1 Comment 1
Lyn_D
QuickBooks Team

Is there a way for me to view the sent/emailed invoices this month? or a way to see if an invoice has already been sent?

That's an excellent question, Marya, for monitoring your receivables in QuickBooks Online (QBO).

There
are a couple of ways to view sent/emailed invoices and check their status.

If
you want to quickly see the general status, you can do this in the main sales screen.Here's how:

  1. Go to the My Apps tab on the left panel, then select the Sales & Get Paid.
  2. Choose Invoices to see a list of all your entries.
  3. Look at the Status column. It will often indicate if an invoice is Sent (meaning it's been emailed) or Viewed (meaning the customer has opened the email/link). As well as other statuses.

You can also check the individual invoice's activity by going to its history:

  1. From the Invoice list, click on the invoice you want to check (or select the dropdown under the Action column and choose View activity.
  2. In the invoice details window that pops up, look for the Invoice Activity or Activities section.
  3. This area will show the history, including the date and time it was sent, and if it was subsequently viewed by the customer.

On top of that, you can generate and customise a report to display all invoices sent during a specified time period.

Here's
how to do it:

  1. Navigate to the Reports menu in the left navigation panel.
  2. In the search bar at the top, type and select the Invoice List or any related report.
  3. Click the Report period dropdown menu and select This Month (or choose a custom date range if needed).
  4. In the Filter section, click on the dropdown and type Sent.
  5. Set the filter condition to equals and value to Yes.

Quickly viewing your sent invoices for the current month in QuickBooks Online (QBO) is critical for effective cash flow management and efficient accounts receivable tracking. If you have any other questions regarding invoice statuses or QBO navigation, I'm here to assist.

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