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ToddG34292
Level 3

Help! Is there a report to show the date our invoices were emailed using QB Desktop?

I would like to run one report for multiple customers/jobs showing the date their invoice was emailed.  We use QuickBooks desktop?  I want to use this report as an audit tool to make sure I have emailed all of our clients their invoices.  I know that I can go into each invoice individually but that is very time consuming.  Please tell me there is a report for this. Thank you!

5 Comments 5
GebelAlainaM
QuickBooks Team

Help! Is there a report to show the date our invoices were emailed using QB Desktop?

Hello, @ToddG34292. We're here to address your concern about the report that shows the date of the emailed invoices in QuickBooks Desktop (QBDT).

 

We understand that having a report that will show all the emailed invoices will be a great help to you and the business. However, it is currently unavailable. 

 

 

In the meantime, you can access the status flow of each invoice by opening it and clicking on the "See History" link. Refer to the list below to understand the various types of invoice statuses.

 

  • Sent - It means that the invoice was sent already.
  • Viewed - Your customer already received and opened the email.
  • Paid - A payment has been entered for the invoice in QuickBooks.
  • Deposited - A payment deposit has been recorded in the program.

 

For more details about the process, you may refer to this article: Verify that an invoice was emailed and read by the recipient.

 

We'll also include the following articles for future guide in tracking your financial information:

 

 

You can always drop a message if you have any other concerns or follow-up questions. We're always here for you. Have a great rest of the day!

ToddG34292
Level 3

Help! Is there a report to show the date our invoices were emailed using QB Desktop?

Greetings,

 

Opening each invoice is very time consuming! Can I request this report be created/added ASAP? Thank you!

Tori B
QuickBooks Team

Help! Is there a report to show the date our invoices were emailed using QB Desktop?

You certainly can, @ToddG34292

 

All you'll need to do to send a request to our Product Development Team is use the steps I've included below. Please know that our developers review each request and consider them all for future updates. 

 

  1. Go to the Help menu at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Choose a feedback type and product area on the QuickBooks Feedback window. 
  5. Enter your feedback, name, and email address (optional).
  6. Once done, click on the Send Feedback button.
     

You can also visit this page or the What's New section on your QBDT to get updates on our latest news about product improvements. 

 

Please let me know if there is anything else I can assist you with. Take care! 

 

 

ToddG34292
Level 3

Help! Is there a report to show the date our invoices were emailed using QB Desktop?

Done-thanks!

ZackE
Moderator

Help! Is there a report to show the date our invoices were emailed using QB Desktop?

Thanks for following up with the Community, ToddG34292.

 

I'm happy to hear Tori B was able to help you with submitting feedback about working with invoices.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome day!

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