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Not applicable

How do i know if an invoice is viewed

Some customers have said they have received my invoice but it doesnt show on my invoice page. Is this becuase they have to click and notifyu me or because quickbooks is not picking something up? I need proof that my invoices are being received. 

Thanks 

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Best answer 02-07-2019

Accepted Solutions
Active Member

Hello chris, When your customer opens the invoice, it wil...

Hello chris,

When your customer opens the invoice, it will show as "Viewed" under the Activities section of your invoice. You will see this activity by opening the invoice, scroll down and look for the Activities section.

We can also check Audit Log to make sure those transactions were sent out. Please see the steps below:

  1. Go to the Gear icon.
  2. Select Audit Log.
  3. Look for the transaction. If it was sent out, you'll see Emailed under the Event field.

Let me know if you need additional assistance checking the status of your customer's invoice.

8 REPLIES 8
Active Member

Hello chris, When your customer opens the invoice, it wil...

Hello chris,

When your customer opens the invoice, it will show as "Viewed" under the Activities section of your invoice. You will see this activity by opening the invoice, scroll down and look for the Activities section.

We can also check Audit Log to make sure those transactions were sent out. Please see the steps below:

  1. Go to the Gear icon.
  2. Select Audit Log.
  3. Look for the transaction. If it was sent out, you'll see Emailed under the Event field.

Let me know if you need additional assistance checking the status of your customer's invoice.

Not applicable

I dont see any of those options in my quickbooks. - What...

I dont see any of those options in my quickbooks. - What i need to see a list of dates when the invoice was viewed, as the client is claiming they have just viewed it, however, I received a notification that they viewed the invoice a few weeks ago, but, it's only showing the date of their most recent viewing.
Not applicable

I dont see any of those options in my quickbooks. - What...

I dont see any of those options in my quickbooks. - What i need to see a list of dates when the invoice was viewed, as the client is claiming they have just viewed it, however, I received a notification that they viewed the invoice a few weeks ago, but, it's only showing the date of their most recent viewing.
Established Member

Thanks for that answer. Will you please define, "opens an...

Thanks for that answer. Will you please define, "opens an invoice"? I'm wondering if opening the email or printing the attachment will cause the invoice to show as having been viewed? Or is it exclusively clicking on the link to view the invoice in a browser?
Established Member

Re: Hello chris, When your customer opens the invoice, it wil...

This is really silly. Having to open each invoice individually to check.

For cases where one sends multiple invoices it’s too cumbersome.

There should be an icon next to the invoice heading (where they’re listed) showing it has been viewed. 

I find QuickBooks very limited in its invoice capacity. The self employment app is very restrictive and adds to admin. When sending multiple invoices of the same value and description, one should be able to input multiple emails at once and the system send it to each individual client. I teach and have to manually duplicate each invoice, then delete 2 name boxes to then add the next student name in it. It’s such a bad system! 

 

Also, there should be an option of editing the email message that goes attached to the invoice. 

Moderator

Re: Hello chris, When your customer opens the invoice, it wil...

Thanks for joining in on the thread, Steph.

 

In QuickBooks Online, the statuses are changed automatically once the customer received and opened the said invoices. You can see it under the Invoices page/tab.

  1. Click Sales on the left menu.
  2. Go to the Invoices tab.

It should show as Viewed in the STATUS column. I've added a screenshot for reference.

 

In QuickBooks Self-Employed, you can only see that the invoice was sent successfully. Also, we can only edit the email message upon sending the invoice.

 

I'll let our Product Development Team know about your idea so they can put this into consideration for future product updates.

 

You can always reach out to us if you follow-up concernsCapture.PNG

Experienced Member

Re: Hello chris, When your customer opens the invoice, it wil...

I have to say that I too, am quite disappointed with the limitations of QuickBooks Self-Employed. Having moved from another invoicing package which does the job better.

 

I really expected more from QB and I'm surprised at the lack of thought and development for such a big, supposedly, experienced company. The invoicing part is too basic.

Experienced Member

Re: Hello chris, When your customer opens the invoice, it wil...

"In QuickBooks Self-Employed, you can only see that the invoice was sent successfully. Also, we can only edit the email message upon sending the invoice."

 

A very big FAIL for QB. I'm going back to my old Hivage invoicing package before I get too entrenched in this poorly developed software. What a waste of my valuable time!