I have sent multiple payment reminders on a single invoice. How do i see the date/time of each reminder sent? Is there a history i can view?
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.
To see the date and time when the invoices were sent, here's how:
Please see the photo below.
If you need anything else, post them here. I'd be glad to help.
You're always welcome, @T49ers68.
On behalf of our colleague @GarlynGay, I would like to say thank you for such appreciation. Glad to know that the steps provided above was able to fix your concern regarding invoices.
Please know that you're always welcome to post again if you have any other QuickBooks concern. Wishing you continued success!
I am so happy to hear that the steps above worked for you. Currently, the Audit Log report only shows the history of a transaction type (invoice, expense, check, etc.). We currently don't have any historical log for reminder emails.
It'd be great to hear your product suggestion about it by clicking on the Gear icon and selecting Feedback.
If you need anything else, I'd be more than happy 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.