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Stuartd01
Level 1

Check the date an invoice was emailed from Quickbooks Self-Employed

Hi all,

 

I am in a dispute over some overdue invoices and need to check the date that the invoices were sent out from the system (Quickbooks for Self-Employed).  I have a 60 day payment term from the date the invoice is provided to a client, so the manually entered "invoice date" and "due date" are irrelevant - I need evidence that 60 days has passed since the invoices were actually emailed out, but I can't see any way to audit this.

 

Help/advice would be greatly appreciated!

 

 

5 REPLIES 5
GeorgiaC
QuickBooks Team

Check the date an invoice was emailed from Quickbooks Self-Employed

Hi Stuartd01

 

Thanks for joining the Community.

 

The only way to view this in QuickBooks Self-Employed would be to view the 'sent' date in the status column on the Invoices page (Take me there). This will show the date that the invoice was last invoiced from the system and is not able to be edited. 

 

 

Stuartd01
Level 1

Check the date an invoice was emailed from Quickbooks Self-Employed

@GeorgiaC  Thanks for the response - Once reviewed by the recipient, the sent date is replaced with a viewed date and I have no way to alternate between sent and viewed dates. 

 

Surely there must be a way to audit/report by the date an invoice was actually sent out from Quickbooks?

GeorgiaC
QuickBooks Team

Check the date an invoice was emailed from Quickbooks Self-Employed

Hi Stuartd01, there's no audit feature in QB SE - we'd recommend referring to the invoice date in this scenario as it will show when issued, however, we appreciate you've said this is irrelevant for your situation. 

Stuartd01
Level 1

Check the date an invoice was emailed from Quickbooks Self-Employed

Thanks - seems like quite a big oversight from an auditing perspective.  I'm now in a position where I have a client disputing the date when I sent them an invoice, withholding payment, and I have no way to counter.

GeorgiaC
QuickBooks Team

Check the date an invoice was emailed from Quickbooks Self-Employed

Hi Stuartd01, we'll be sure to pass feedback onto our team for this - if you CC'd yourself into the original invoice, you could use the timestamp on the email in your inbox to show that this was sent successfully from the QuickBooks system. 

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