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July2003
Level 1

Is there a way to see what invoices were previously emailed to customers?

 
1 Comment 1
EduardA
QuickBooks Team

Is there a way to see what invoices were previously emailed to customers?

Yes, there's a way to see what invoices were previously emailed to customers, @July2003.

 

You can run either the Transaction List by Customer report or the Open Invoices report, making sure to include the Sent column.

 

Here's how:

 

  1. Go to Reports, then select Standard reports.
  2. In the report name box, enter either Transaction List by Customer or Open Invoices.
  3. Filter the Report period.
  4. Click the Columns icon and check the box next to Sent.
  5. Use the Filter icon to narrow down your data by Transaction type.

Once done, QuickBooks will automatically add a Sent column to the report, allowing you to track emailed invoices.

 

Lastly, if you're looking to save modifications to the above report, check out this article: Save a customized report.

 

Should you have further questions about managing emailed invoices in QuickBooks, don't hesitate to leave us a comment here in the Community.

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