cancel
Showing results for 
Search instead for 
Did you mean: 
yami2
Level 1

How can i view the email history for invoices?

 
5 Comments 5
MichaelDL
QuickBooks Team

How can i view the email history for invoices?

I've got you covered, @yami2.

 

Checking the email history for invoices is a breeze. Check out the steps below to get started:

 

Checking Invoice Sent Status

  1. From QuickBooks Online, navigate to the Sales tab and the Customers section.
  2. Click the name of the client whose invoice you'd like to know the email history of.
  3. Find their invoice from the list below. If necessary, use the Filter menu to narrow the transactions displayed. Click the Invoice to open it.
  4. Select More at the bottom > Audit History.
  5. View that status next to the Sent field.

We also offer a guide on the transaction audit history that I'm sure you'll find helpful. I'm attaching a brief video example of this below:

 

By viewing this Audit History, you can see every single change and action performed to a transaction since its inception. Please touch base with me here for all of your future QuickBooks needs, I'm always happy to lend a hand. Thanks for coming to the Community, wishing you and your business continued success in all that you do.

hansbrough
Level 1

How can i view the email history for invoices?

Looks like this answer is out of date as the interface has changed enough that the steps listed no longer match the UI of QBO.

DivinaMercy_N
Moderator

How can i view the email history for invoices?

Hello there, @hansbrough. I'll share some steps to help you see the email history of your invoices in QBO. 

 

There are several ways how you can view the email history of the invoices. You can check it on the Invoices page or when opening that specific invoice. Let me guide you on how.

 

On the Invoice page:

 

  1. To start, change your view to the Accountant view.
  2. Next, select the Sales menu and choose Invoices.
  3. Then, locate the invoice you need to check and click the invoice number.
  4. A small window will pop up that shows the details of the invoice.
  5. To see the email history, select the Invoice activity and see the details.

 

Another way is to open the invoice and check the Activities section. Here's how:

 

  1. Follow Steps 1 and 2 in the previous steps outlined above. 
  2. Next, look for the invoice you need to view and select the dropdown arrow under Action.
  3. Then, click View/Edit.
  4. Scroll down and check the Activities section.
  5. From there, check the email history details. 

 

 

You can also check the details of your transactions via Audit log. For detailed steps, check out this link: Use the audit log in QuickBooks Online.

 

If you have other concerns about viewing your invoice email history, please don't hesitate to leave a reply below. I'm always here ready to lend a hand. 

hansbrough
Level 1

How can i view the email history for invoices?

Thanks for the reply with screenshots. By "history" I was referring to more than when it was sent, viewed etc. I also wanted to see the body of the email itself. Is that possible? More specifically, when generating an invoice there is an opportunity to add a note to the customer which I assume is included along with the body of the email (which is what I wanted to see).

SirielJeaB
QuickBooks Team

How can i view the email history for invoices?

Hi, hansbrough! Thanks for getting back to the thread. We know how important it is for you to track your invoices efficiently in your QuickBooks Online (QBO).

 

It's our priority to ensure that you can do any program-related tasks with convenience. The ability to monitor the history of your sent invoices in the manner you prefer is currently unavailable. We would be happy if you could send a feature request to our software engineers. They may consider adding it to our future product enhancements.

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your comments or suggestions.
  3. Select Next.

 

You'll want to view this article to learn how to create and send a number of invoices simultaneously: Create and send multiple invoices in QuickBooks Online Advanced.

 

Furthermore, you can also generate invoices over time while working off an estimate in QuickBooks. Please refer to this article: Set up and send progress invoices in QuickBooks Online.

 

Kindly reach out to the Community again if you have any additional questions about managing invoices or any QuickBooks-related issues. We're always looking forward to helping you. Have a prosperous year with QuickBooks, hansbrough.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us