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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!
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.
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!
Greetings,
Opening each invoice is very time consuming! Can I request this report be created/added ASAP? Thank you!
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.
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!
Done-thanks!
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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