Hi Sandy, I'm happy you reached out with your question about invoice status - I'm here to explain what it means. When creating invoices and working in QBO, I want you to feel fully supported in asking questions big or small.
To confirm, your understanding is correct. When a customer opens an invoice, it will be labeled as Viewed in the Status column on the Invoices page.
The status changes after the customer clicks the invoice link, views the PDF, and closes it.
It is important to note that some email systems may scan emails and mark them as Viewed even if the recipient has not opened the email. However, in most cases, the Viewed status in QuickBooks Online indicates that the customer has opened the invoice.
Let me also share the other statuses and what they mean:
- Open: the invoice has an open balance.
- Not sent: you created the invoice but didn’t send it to the customer.
- Sent: you emailed the invoice to the customer.
- Viewed: your customer opened the invoice.
- Partially paid: your customer made a partial payment
- Paid: your customer paid the invoice in full.
- Deposited: the bank deposit for the invoice payment is recorded in QuickBooks.
- Not deposited: the invoice is paid, but the bank deposit isn’t recorded in QuickBooks.
- Undelivered or Delivery error: the invoice was undelivered. Check the email address and resend from QuickBooks Online in your web browser.
- Voided: the invoice was voided in QuickBooks.
Just in case you need more resources when sending out invoices, I will also share these articles with you:
Please feel free to reach out if you have any further inquiries while recording invoices and other sales transactions, Sandy. I want to make sure that you have all the necessary information to make the most of this feature.
