Limited time only. 90% off QuickBooks for 6 months.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
rrisso
Level 1

where can I see my history of invoices sent to customers?

I sent an invoice to a customer, and accidentally overwrote it or deleted it, or something, that it no longer exists in my database. Can I see the outgoing invoice that was sent to the customer?

1 Comment 1
Jelayca V
QuickBooks Team

where can I see my history of invoices sent to customers?

Yes, you can, @frosted. We can run a report to track sent invoices and verify deleted transactions in QuickBooks Online (QBO).

 

To narrow down the invoices you’ve sent to your customers, let's pull up the Transaction List by Customer report and customize it.

 

  1. Go to the Reports menu, then Standard reports.
  2. Enter Transaction List by Customer in the search box.
  3. Set the Report period and click the Customize button.
  4. Filter it to your specific Customer and Transaction type.
  5. Tick the Sent, Name, Transaction type, and Modified on to refine the data you want to see in the Columns section.

 

As for the deleted invoices, you can use the Audit log. This keeps records of all actions taken in your account, including creating, editing, emailing, deleting, or voiding transactions. Here’s how to access it:

 

  1. Navigate to the Gear icon, then Audit log.
  2. Set the Date Changed and Events to Deleted/Voided transactions.
  3. To cross-check emailed invoices from the Transaction List by Customer report, you can expand the filter to include All transactions to track modifications or emailed actions.

 

I'm always here for you whenever you require further help. Please click the Reply button below, and I'll get back to you.

Need to get in touch?

Contact us