I'll shed some light on how the system would track viewed invoices within QuickBooks,
@CharmCr.
The system keeps track of the number of times an invoice has been viewed by clients through interactions with the emailed transaction. However, if the client views it internally and not through email, it won't be counted.
In addition, viewing the emailed invoice multiple times will be counted as separate views, regardless of who did it. So, if users send themselves a copy of the same invoice each time they access it, the Activity status will automatically show as Viewed.
You can follow the steps below to check the transaction status:
- Open your QuickBooks Online account.
- In the left corner of your screen, click the Client & Leads tab.
- Select the client invoice.
- Hit Viewed.
- Click the dropdown to review timestamps.
Moreover, if you want to enter client payments and personalize your sales forms, you can refer to the links below to get more tips:
Let us know if you have further questions about managing your invoices. I'll be glad to help you.
