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Mac1010
Level 1

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

I am new to QB online, I am not a fan so far as I was a desktop user for many years. 

 

I don't invoice customers on a regular bases, that may seem weird, but my company builds houses so very few invoices go out to customers as the house is sold as a whole through financing. 

That being said, there are times I need to invoice for extra work performed at the customers request. I created an invoice, but I had to do it over several in and out times in the invoice, thus the log shows activity many times on my part. Does the customer see this activity or is this just for my viewing? I certainly don't want my customer seeing my ins and outs of the invoice. If I need to turn this feature off, how can I do that?

Solved
Best answer January 25, 2022

Best Answers
MaryLandT
Moderator

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

Hi and welcome to the Community Forum, Mac.

 

Turning off the invoice activity log isn't an option. QuickBooks shows this so you can see see the status of the invoice.

 

No worries! The customer won't see the activity log of the invoice. It'll only be displayed within your QuickBooks account.

 

In case you need a guide in recording payments, you can browse this link: Record invoice payments in QuickBooks Online. It has a quick video tutorial and detailed steps.

 

Stay in touch with me if there's anything else I can help you with the invoice activity log. I'll be right here whenever you have additional questions about it.

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6 Comments 6
MaryLandT
Moderator

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

Hi and welcome to the Community Forum, Mac.

 

Turning off the invoice activity log isn't an option. QuickBooks shows this so you can see see the status of the invoice.

 

No worries! The customer won't see the activity log of the invoice. It'll only be displayed within your QuickBooks account.

 

In case you need a guide in recording payments, you can browse this link: Record invoice payments in QuickBooks Online. It has a quick video tutorial and detailed steps.

 

Stay in touch with me if there's anything else I can help you with the invoice activity log. I'll be right here whenever you have additional questions about it.

goodthingsfarm
Level 1

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

Hello!  Is there a way to find invoices that don't have an activity log?  I'm really trying to find a quick way to find invoices that were never emailed to the customer...  Can you help?  Please and thank you!

Archie_B
QuickBooks Team

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

Thank you for joining this Community thread, goodthingsfarm

 

Yes, there's a way you can check for undelivered invoices in QuickBooks Online.

 

I'll show you how to check if an invoice was never sent to your customer.

 

Here's how:

 

  1. Go to Sales menu. 
  2. Click on All Sales or Invoices.
  3. In the Status column, you’ll see if the invoice is undelivered or sent
  4. If you’re in the Invoices tab, you can select the Needs Attention message to see those undelivered invoices.

 

I'm also adding these articles for more information and to address the issues with invoice delivery: 

 

 

Return to this thread if you have any further questions or concerns about invoices. I'd be delighted to assist. Have a wonderful day!

 

Kathy5665
Level 1

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

If the invoice has been sent to the customer via email Quickbooks pops up and says if you make any changes, the customer will be sent an email showing the changes.  This doesn't work for us either.

JamesAndrewM
QuickBooks Team

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

Hi there, @Kathy.

 

I'd appreciate it if you could specify which part doesn't work for you. Can you elaborate on it for us? It would be also great if you can provide me with a screenshot. This way we could determine the best solution appropriate for you.

 

If you have further concerns about your customer invoices, don't hesitate to post them here. Stay safe!

JM128
Level 1

How can I turn off the activity log on a customer invoice? Can the customer see my activity in the log as well?

Is there a way to not send customers updates when we change their invoice on our side?

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