Looking for the filter to sort 'invoice email status'

AllyCat93 · ‎March 10, 2023

Until recently, there was an option to determine if invoice emails were sent, opened, and viewed from the All Sales page. It would appear in the Status field of the filter options. Now it only shows if the payment status. It is possible to click into individual invoices to see when the email was sent, but it is incredibly inefficient.

I am not looking to have these CC'd to us either. The desire is to be able to quickly discern if all invoices were sent at the end of the work day. Thank you to any who can help with this.

QueenC · ‎March 10, 2023

I understand your point, @AllyCat93. No worries, I'm here to assist you today in viewing all your sent invoices in QuickBooks Online (QBO).

In QBO, there are a variety of reports that can be used to see where our business stands. When viewing all the sent invoices, we can utilize the Invoice List report.

Here's how:

Go to the Reports menu.
In the Find report by name section, type Invoice List.
Select the report to open.
Filter the Report period.
Click on the little gear icon then hit on the Show More dropdown. If you can't locate the little gear icon, click on Switch to classic view in the upper-right corner of the page.
Mark the Sent box from the list of filters.
When done, click on Run report.

Please see the attached screenshots for reference:

Additionally, I've included an article that'll help you save the current filter of the report so you won't have to repeat the customization process over again: Memorize reports in QuickBooks Online.

The thread is still open in case you need further assistance in accessing data in QuickBooks Online. Take care and have a good one.

View solution in original post

QueenC · ‎March 10, 2023

I understand your point, @AllyCat93. No worries, I'm here to assist you today in viewing all your sent invoices in QuickBooks Online (QBO).

In QBO, there are a variety of reports that can be used to see where our business stands. When viewing all the sent invoices, we can utilize the Invoice List report.

Here's how:

Go to the Reports menu.
In the Find report by name section, type Invoice List.
Select the report to open.
Filter the Report period.
Click on the little gear icon then hit on the Show More dropdown. If you can't locate the little gear icon, click on Switch to classic view in the upper-right corner of the page.
Mark the Sent box from the list of filters.
When done, click on Run report.

Please see the attached screenshots for reference:

Additionally, I've included an article that'll help you save the current filter of the report so you won't have to repeat the customization process over again: Memorize reports in QuickBooks Online.

The thread is still open in case you need further assistance in accessing data in QuickBooks Online. Take care and have a good one.

AllyCat93 · ‎March 13, 2023

I do want to point out that my version of QBO was using a simplified UI. When assisting other customers, it may be advantageous to inform them to select "Classic view" so the correct options are visible. Without that mode active, the Sent option does not appear.

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Looking for the filter to sort 'invoice email status'