Invoice Read Receipt

caywood · ‎August 19, 2020

Please someone help sort this out. I have Quickbooks Online Plus.

In my invoices, it shows that an invoice was sent, date, and time. It does not show anything from customer, opening or viewing the email/invoice.

I met with a QB Certified ProAdvisor that showed me her system, showing that customer had viewed the invoice, even each time they viewed invoice.

I spoke with QB support this morning. The agent tried to be helpful, however, their final answer was Quickbooks Online doesn't support a customer read receipt in invoices. The ProAdvisor says that is untrue.

I have created sample invoices mailing them to both my gmail and web based email accounts and opened the invoice and downloaded the invoice. When I return to QBO and look at the customer invoice, there is only the date and time the invoice was last emailed to my customer.

I need answers, please.

RenjolynC · ‎August 19, 2020

I appreciate your time getting back here, caywood.

I've got an idea on how to get the Activities section to show on your invoices. Let's make sure that the Online Delivery is set to Online Invoice.

Here's how:

Go to the Gear > Account and Settings.
On the left panel, click Sales.
Scroll down to the Online Delivery section.
Select Online Invoice from the Additional email options for invoices drop-down menu.
Click Save and then Done.

Please see this sample screenshot for a visual guide:

Once done, follow these steps to see the Activities section.

On the left panel, click Sales > Customers.
Click the customer's name and open the invoice.
Scroll down at the bottom of the invoice and you will see the Activities information.

Please see this sample screenshot of the Before and After updating the settings.

You can also track the status of your invoices using the app. Here's an article for more detail: Track the status of your invoices in the QuickBooks Online app.

Please let me know if this helps you see the Activities section on the invoice. I'll be around to help you until a solution is found.

View solution in original post

RenjolynC · ‎August 19, 2020

I'd like to share some details and steps about your concern, caywood.

When sending invoices to your customers, make sure all of their information is correct, especially their email address. If customers are unable to find the emailed invoice, it might be added to their spam folder.

QuickBooks Online provides details if an invoice is viewed or delivered to the customers. Here's a sample screenshot of an invoice sent to an invalid email address

You'll want to ask for a different email address from your customer and try sending the invoice again. When your customer received the invoice, and they can view it, you can see the details under the Activities section of the invoice. Here's what it looks like:

I'm adding this article for reference: Create invoices in QuickBooks Online. To check for other guides and articles, please feel free to browse for a topic in our general support page.

Please keep me posted on how it goes. I'm just a few clicks away to help you some more.

caywood · ‎August 19, 2020

Oh RenJolynC, I so so wish the solution was that simple.

I have emailed, received, opened and download the invoice to myself, it is not a wrong email address.

My invoice has no Activities section, where should that be?

In the list of Invoices, I can click on status and it shows a horizontal line of Sent......Viewed......Paid.....Deposited. My invoice remains green check marked at Sent.

Under customer name and email address in the opened invoice is the Last Delivery......information.

I need a solution. Why is my subscription to Quickbooks Online Plus not performing the tasks I am told it does. Please, more assistance.

RenjolynC · ‎August 19, 2020

I appreciate your time getting back here, caywood.

I've got an idea on how to get the Activities section to show on your invoices. Let's make sure that the Online Delivery is set to Online Invoice.

Here's how:

Go to the Gear > Account and Settings.
On the left panel, click Sales.
Scroll down to the Online Delivery section.
Select Online Invoice from the Additional email options for invoices drop-down menu.
Click Save and then Done.

Please see this sample screenshot for a visual guide:

Once done, follow these steps to see the Activities section.

On the left panel, click Sales > Customers.
Click the customer's name and open the invoice.
Scroll down at the bottom of the invoice and you will see the Activities information.

Please see this sample screenshot of the Before and After updating the settings.

You can also track the status of your invoices using the app. Here's an article for more detail: Track the status of your invoices in the QuickBooks Online app.

Please let me know if this helps you see the Activities section on the invoice. I'll be around to help you until a solution is found.

caywood · ‎August 19, 2020

RenJolynC,

You are magic!!!!!!! Thank you so much, I was losing my mind. You rock!

JessT · ‎August 19, 2020

I'm happy to know that Renjolyn was able to help you out, caywood! I'll let her know about your reply.

You can also find more references for invoicing and other topics about QuickBooks Online on the main Support page.

If you have other questions, feel free to drop a line in the reply section below. Have a good one!

MatyP85 · ‎November 16, 2023

I'm having this same issue with read receipts gone missing. I no longer have the activities section at the bottom of my invoices. I have reviewed your past posts and completed these steps to no avail. Please advise.

MatyP85 · ‎November 16, 2023

I am having this exact issue and after reading these post nothing has helped. I use to have the activities section on my invoices but now it is not longer showing up. Please help

GenmarieM · ‎November 16, 2023

Welcome to the Community, @MatyP85.

I can guide you in finding the activity section in your invoice. Just a heads up that the new activity status of the invoice is not as detailed as the previous one.

If you're using the new invoice layout, you can find the activity section by following these steps:

Go to Sales then click Invoices.
Choose an invoice, then a pop-up will come out from the right side showing the status of your invoice.
If you want to view the status inside the invoice, click Edit invoice.
Click on the Gear icon and choose Manage, under the Status section select the drop arrow.
Click Activity to view.

Currently, if you're using the classic view of an invoice, there is no option available to view the activity status when opening it. To address this issue, I would suggest providing direct feedback to our engineers. With your valuable feedback, they can look into this suggestion and possibly incorporate it into future updates of QuickBooks Online.

Here's how:

Select the Help option.
Select the Send Feedback Online option.
Select the Product Suggestion option. A pop-up window displays.
Enter your comments or feedback suggestions.
Click the Send Feedback button.

Moreover, I'm adding this helpful article as your guide in recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

I hope the information above clarifies your concern. Keep me posted if you have further questions about invoices. I'll be right here to back you up anytime. Have a good one!

MatyP85 · ‎November 17, 2023

Thank you for your quick response. I see that the activity section is now shown on that popup instead of inside the actual invoice. Thanks for your help!

jeanbiverly_ · ‎November 17, 2023

It's wonderful to hear from you, @MatyP85!

I'm glad that the workaround provided by my colleague @GenmarieM works for you, and we were able to help find your invoice activity. We're committed to providing you with the best possible customer service experience.

Please let us know if you need help with anything else in QuickBooks. We always have your back. Stay safe!

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