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sga3
Level 2

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

I am looking to tell my customer the first and second time her invoice was emailed to her. She is disputing the late fee, and I want to look up all the previous times I emailed the invoice.
Solved
Best answer March 31, 2021

Best Answers
Rubielyn_J
QuickBooks Team

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

Good to see you here, @sga3. I can guide you to see the history of your emailed invoices.

 

We have to simply open the invoice and see the Audit History. It will show the date and time you emailed an invoice to your customer.

 

Here's how: 

 

  1. From QuickBooks Online, go to the Sales tab and then select the Customers section.
  2. Click the name of the client whose invoice you'd like to know the email history.
  3. Search and select the invoice from the list. 
  4. From the invoice page, click More at the bottom and select Audit History.
  5. View that date and the status next to the Sent field.

    in.PNG

 

I've also added this resource to guide you on how to receive and record invoice payments.

 

You'll want to personalize and add specific info to sales forms. Please refer to this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

That's it! Let me know in the comment section if you need more help in managing invoices in QuickBooks. I'll be around to help. Have a wonderful day.

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9 Comments 9
Rubielyn_J
QuickBooks Team

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

Good to see you here, @sga3. I can guide you to see the history of your emailed invoices.

 

We have to simply open the invoice and see the Audit History. It will show the date and time you emailed an invoice to your customer.

 

Here's how: 

 

  1. From QuickBooks Online, go to the Sales tab and then select the Customers section.
  2. Click the name of the client whose invoice you'd like to know the email history.
  3. Search and select the invoice from the list. 
  4. From the invoice page, click More at the bottom and select Audit History.
  5. View that date and the status next to the Sent field.

    in.PNG

 

I've also added this resource to guide you on how to receive and record invoice payments.

 

You'll want to personalize and add specific info to sales forms. Please refer to this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

That's it! Let me know in the comment section if you need more help in managing invoices in QuickBooks. I'll be around to help. Have a wonderful day.

Rubielyn_J
QuickBooks Team

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

Hi, @sga3.

 

Hope you’re doing great. I wanted to see how everything is going about the invoice 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!

sga3
Level 2

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

Thank you so much!  That was just what I was looking for.

TrophyHouse
Level 1

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

How would you do this in the desktop version?  Thank you.

RenjolynC
QuickBooks Team

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

Thanks for chiming in on this thread, TrophyHouse.

 

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

 

To view the invoice history on an invoice, here's how:

 

  1. Go to Customers > Customer Center.
  2. Select the customer's name and open the invoice.
  3. From the invoice toolbar, click the Reports tab and select Transaction History.
  4. Under Invoice Information, check Sent Date and Send Method.
  5. If there's no status, the invoice may have been tagged for Email Later. Go to the QuickBooks File menu, then select Send Forms to see if there are invoices in the email queue.
  6. Select any or all that you need to send, then select Send Now.

Here's a sample screenshot for a visual reference:

 

 

The other way is by going to the Sent Email tab in the Customer Information window. The Sent Email tab added in the Customer Information lets you see a history of the transactions you have successfully emailed to a customer from within QuickBooks using QuickBooks email or Web Mail. 

 

I've got this sample screenshot:

 

 

For more information about this, you can read this article: Verify that an invoice was emailed and read by recipient.

 

I'm also adding this link if you want to personalize your form templates in QuickBooks Desktop: Use and customize form templates.

 

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. 

Reefseeker
Level 3

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

I see options for online but nothing for Desktop. Only option I can think of is add my own email address to every customer but I have a few thousand. That be crazy. 

LieraMarie_A
QuickBooks Team

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

Welcome to the Community, @Reefseeker.

 

Hope you're having a great week! There's a way to view sent out invoices in QuickBooks Desktop and it only takes a few clicks. You can go to the Sent Email tab in the Customer Information window. It has all the information you need, including the date, invoice number, and who sent it.

 

Here's how:

 

  1. Go to the Customer menu and then select Customer Center.
  2. Choose the customer.
  3. In the Customer Information window, select the Sent Email tab.
    Capture.PNG

 

Using this tab, you'll be able to identify which invoices were delivered. Once you get the payment, record it in QuickBooks. If you're using QuickBooks Payments, it processes the payment and categorizes it into the correct account.

 

I'd be happy to help you again in the future. Feel free to visit us if you need any more help. I'm determined to ensure your success!

Reefseeker
Level 3

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

wow can't believe I never seen this. Thanks!

How did I miss it I will never know. 

But I also figured out in this short time that in sent emails of my gmail account I use every email is there also

 

Thanks again, this is faster.

 

 

Tori B
QuickBooks Team

How can I see the history of each time I emailed an invoice? All I can see on the screen is Last Delivery.

You're most certainly welcome, @Reefseeker

 

Please feel free to reach back out to the QuickBooks Community any time you need a helping hand. 

 

Take care, and have a great weekend!

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