Can I see the history of emailed invoices?

It's a niceto have you here, @petieco.

Yes, you can view the history of your emailed invoices in QuickBooks Online.

To start, let's go and customize the Transaction List by customer report to display all sent invoices. Here's how:

1. Click Reports from the left pane.
2. Enter report name in the search box and select Transaction List by customer report. 
3. Press the Customize.
4. In the Report period, set the date. 
5. From the Rows/Columns section, put a check mark to the Sent box.
6. In the Filter section, tick the Transaction Type box and select Invoice.
7. Put also a check mark next to Sent, and in the drop down hit Sent.
8. Once done, click Run report. 
   
    

Then, from the report, press the invoice. Go to More at the bottom part of the page and choose Audit History. 

For more details on personalizing your report, I recommend looking into this article: Customize reports.

Additionally, you can also memorize reports to save them with its latest customization settings.

Please touch base with me here for all of your future QuickBooks needs. I'm always happy to lend a hand. Have a nice day ahead.

Hi, @petieco.

Hope you’re doing great. I wanted to see how everything is going about seeing the history of emailed invoices concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

This is so close to what I need however I need the customers email addresses to be included in the report. Is that possible?

Yes, it is, @JwalshSOG. I'm here to give additional steps to include your customer's email in the report.

To see your customer's email address, you'll have to add the Delivery Address column on the Transaction List by customer report in QuickBooks Online (QBO). Let me guide you how:

1. Sign in to your QBO account and click the Reports menu.
2. Search for the Transaction List by customer report in the Find report by name field and click it to open.
3. Then, select the Customize button.
4. Scroll down to the Rows/Columns section and click Change columns.
5. Check the Delivery Address and Sent box.
6. Once done, click Run report.

To get more information on customizing your report, feel free to visit this link: Customize reports in QuickBooks Online. 

You may also want to save your report customization so you can easily pull it up whenever needed. To do so, simply click the Save customization option and input the necessary details. You'll see the saved report under the Custom reports tab.

I'd be glad to help you out again if you need further assistance in customizing your report to include the customer's email. Just leave a reply below and I'll get back to you as soon as I can. Have a good one.

I do not see the option of Sent Email in the Invoices report Quickbooks Desktop.  How do i find this report?

Thanks for chiming in on this thread, Lilac2012. 

I'll be happy to share the steps for the desktop version.  

You have two options to Email the invoices in QuickBooks. You can Email it by sending the reports in Excel or sending the reports as PDF. Here's how: 

1. Click the Reports menu, and Customers & Receivables. 
2. Choose Transaction List by Customer. 
3. In the E-mail tap the drop down arrow, and select how you want to sent the reports. 
4. Press Ok. 

I've added a resource to get more insights on creating more specified records: Customize reports in QuickBooks Desktop. 

Please feel free to reach out to us again if you need anything else. We're always available to help you out. Have a good day ahead and stay safe!

Thanks for your response but I would like to see a history of sent/emailed Invoices - a report that shows all invoices that were emailed.  Is that possible in Desktop like it is in the Online version?

I know that I can individually check each invoice but I am looking for a list or report of sent/emailed invoices.

Thank you!

Thanks for getting back with the Community about this, Lilac2012.
 

I can certainly understand how an ability to create a report which displays all emailed invoices could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while using QuickBooks.
 

Here's how:

1. In your top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
2. Choose a Type of Feedback and Product Area (optional) from the available drop-down menus.
   
3. Enter any suggestions/feedback in your Here is my suggestion: field.
   
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
5. Select Send Feedback.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

As a workaround, you can access the Customer Center, choose a customer's profile, then open your Sent Email tab and enter an appropriate date range.
 

Additionally, if you're using Outlook, Thunderbird, or web mail, you can find sent emails in your Sent folder.

I've also included a detailed resource about working with reports which may come in handy moving forward: Understand reports

Please don't hesitate to send a reply if there's any questions. The Community's always here to help. Have a wonderful day!

Desktop? Same question

Thanks

Good day, @Reefseeker.

Thanks for joining this thread. Allow me to hop in and share information about getting a history of emailed invoices in QuickBooks Desktop (QBDT).

Currently, getting history or report that will show all the emailed invoices is unavailable in QBDT.

However, if you're using QuickBooks email, you can add your own email address in the BCC: (Blind Carbon Copy) field to send a copy of any form you email to you, as a workaround. This indicates that the email has been sent from QuickBooks.

Also, if you're using Web Mail or Outlook, a copy of any sent mail should be in your Sent folder.

I can see how having this report would be helpful for you and your business. I highly suggest sending feedback directly to our product developers. They're always looking for ideas to consider on how to improve QuickBooks.

To send feedback, you can follow the steps shared by my colleague ZackE above for further guidance.

To learn more about managing emailed invoices in QBDT, consider checking out this article: Verify that an invoice was emailed and read by recipient.

For tips and other resources, you can visit our website for future reference: Self-help articles.

Leave a comment if you have additional questions about invoices or anything else QuickBooks. I'm always here to answer them. Take care.

great - but way too complicated for something that should be simple