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T49ers68
Level 2

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?

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?

6 Comments
GarlynGay
Moderator

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. 

  1. In the left navigation tab, select Sales.
  2. Go to the All Sales tab.
  3. Select the invoices and click on Batch actions.
  4. Select Send Reminders.

1.PNG

To see the date and time when the invoices were sent, here's how: 

  1. Click on the Gear icon.
  2. Select Audit Log.
  3. Click on the View link under HISTORY column.
  4. Look for the Last Sent section. 

Please see the photo below.

2.PNG

If you need anything else, post them here. I'd be glad to help. 

T49ers68
Level 2

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?

Thank you. That does help. Although it doesn't differentiate if a reminder was sent or if I resent the invoice. Is there a way to see what specifically was sent?

Angelyn_T
QuickBooks Team

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?

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!

T49ers68
Level 2

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?

I did say "THANK YOU" @Angelyn_T@@@@ II didn't think I was rude or anything

GarlynGay
Moderator

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?

Hi T49ers68,

 

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. 

vpcontroller
Level 11

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?

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.

 

newqbo.com

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