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Level 2

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

 
7 REPLIES 7
QuickBooks Team

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.


Hi Kim

 

It is not possible to produce a report  that shows when invoices, statements and reminders were sent.

You can select the invoice and it will you give a date and time the invoice was sent. If you send a reminder the time and date will also show within the invoice however it will show as you sent the invoice again.

Level 2

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

It's not showing up all of the reminders or statements sent. Is there another way to show all of this? Or is the only way through the actual invoice?

 

Is there something that affects it from showing up when a reminder is sent?

QuickBooks Team

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

Hi kim-brecklandaccountancy

 

As previously stated a reminder will show within the invoice as you have sent the invoice again. You can also use the audit log for statements, cog icon > Audit log > Filter > Statements.

Level 2

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

I understand it shows up as though the invoice has been sent again, however I have sent various times, but only some of them show on the audit log.

 

There are two different clients that I have sent the reminders three times and only two of them show on the audit log.

QuickBooks Team

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

Hi Kim, 

 

Are you viewing the main audit log or the audit history on the invoice itself?

 

The audit history will show each time the invoice has been sent as an indirect edit and highlight the date and timestamp. 

 


Thanks

Level 2

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

The audit history within the invoice.

QuickBooks Team

Can I get a report to show when an invoice was sent and then also reminders and statements? Sometimes it show instantly/24hrs on the invoice and sometimes not at all.

Hi kim-brecklandaccountancy

 

When you view the audit history from within the invoice you should see an audit trail when the invoice was added.

We would be grateful if you can select the drop down menu to the right of receive payment and select send reminder. Then view he audit history of the same invoice it should now have an Indirect edit and when you select that edit it will show you the date and time it was sent.