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Yes, there's a way to view the history of your transactions, T49ers68.
It's the Audit Log report that shows all transaction history. Before we pull up that report, let me show you how to send multiple reminders for pas due invoices.
- In the left navigation tab, select Sales.
- Go to the All Sales tab.
- Select the invoices and click on Batch actions.
- Select Send Reminders.
To see the date and time when the invoices were sent, here's how:
- Click on the Gear icon.
- Select Audit Log.
- Click on the View link under HISTORY column.
- Look for the Last Sent section.
Please see the photo below.
If you need anything else, post them here. I'd be glad to help.
In QBO, they've recently introduced "Manage Routines" feature at the QuickBooks Labs.
(Gear icon at the top > Your Company > QuickBooks Labs > Routines for QuickBooks > ON).
This new feature is to automate repetitive tasks (like send an auto email reminders), set up custom alerts. Once you install, go to the Gear Icon > Tools > Manage routines to get started with existing four templates
- Notify your customers when you receive their payment.
- Remind yourself or customers about their past-due invoices.
- Remind yourself about upcoming bills.
- Mark an invoice's memo whenever an invoice is overdue.
You can also create your own email message template.
Since this is still at the QuickBooks Labs, it's possible you may experience few glitches. But it's worth checking it out. You can also send them feedback directly to them.
