Let me help share some information about emailing invoices in QuickBooks Online (QBO), btp2.
There are multiple choices for online delivery formatting for the email sent to your customers. We have the Show short summary in email, Show full details in email, PDF Attached, and Online invoice or Plain text. For tracking when your customer's open emails, let's make sure the Online invoice option is selected. This will also show as Viewed in the STATUS column under the Invoices page.
Here's how it's set up.
- Go to the Gear icon on the top menu.
- Choose Account and Settings.
- Click the Sales tab on the left.
- Scroll to and open the Online Delivery section.
- Select the Online invoice option from the Additional email options for invoices drop-down menu.
- Tap Save.
- Press Done to save the changes.
All invoices sent after setting it up will show in the tracker. This means those invoice statuses won't change if you had sent invoices by email to your customers before configuring this setting.
Another thing to consider is whether you've updated the invoice after sending it to the customer. If so, the system resets the status to unopened until the customer views it again.
If the same thing happens where the status is undelivered, let's try signing in to your account using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues. Let me show you how:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Option + P
If it works, go back to your regular browser and clear the cache to delete those temporarily stored files. The overtime collection of data can create corruption, however, removing this should fix the issue. We can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.
Visit our Customize sales forms page for more insights about adding logos and changing the look of sales form to match your brand.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Have a great day ahead.
