How do I view invoices that have been sent?

I can help you easily view all your sent invoices in one place, @suzannek1.

To achieve this, you can run the Invoice List by Date report. Here's how:

1. Navigate to the Reports menu.

2. Type and choose Invoice List by Date in the Find report by name search field.

3. Ensure the Report period is correct.

4. Select the Columns button, scroll down, and tick the Sent checkbox.

• Emailed invoices will have the status Yes under the Sent column.

5. Click the Filter button and set it to Filter by: Sent, Options: equals, Value: Yes.

In case you want to learn more about personalizing your reports, check out this article: Customize reports in QuickBooks Online.

Additionally, you can memorize a report to save it with its recent customization settings. For more details, visit this article: Memorize reports in QuickBooks Online.

Hit us up again if you have other questions regarding your sent invoices. It's always our pleasure to assist. Have a great day!

This is helpful .  Thank you.  However, there is a major glitch.  The invoice that was sent from QBs without me knowing - twice - is not on this list.   For some reason when I sent the unlisted invoice to staff, it auto copied to the client.  It seems it only did this for one client.  Thankfully.  and that is the invoice that is not populating on this report.  So there is a setting or something off somewhere.  But I have no idea where.  Most likely something to do with the latest invoice programming update.  The online tutorial in QBs was missing a lot of information.  

Hello there, @suzannek1. I'll provide more information and possible reasons why this happened. Doing so will ensure the invoice will populate on the Invoice List by Date report.

Let's start by checking if you have a recurring invoice set up for the specific client or customer and if the automatically send emails option is enabled. This functionality might be causing QuickBooks to transmit the transactions without your knowledge.

You can follow these steps:

1. Hover over the Gear icon, then select Recurring transactions.
2. Double-click the specific invoice. Review the email address, and if the Automatically Send Emails option is on, QuickBooks will transmit it based on the scheduled date. 

Meanwhile, may I ask how you sent the unlisted invoice and whether you encountered any error messages? Did you make any changes or add a column for the staff email address? If you haven't modified the email address linked to the client, they should still receive the transaction. It would be helpful if you could provide a screenshot. 

Additionally, when generating the Invoice List by Date, choose the correct report period so that the invoices sent will populate. 

You might want to check the invoice activity to see when it was sent. Please see the attached sample for visual reference. 

For more guidance, you can refer to the following article to learn about generating and customizing reports:

• Customize reports using modern view. 
• Reports included in your subscription.  
• Memorize reports. 

All this detailed explanation should resolve your concerns and ensure that the sent invoice will be displayed on the report you've generated. If you have additional queries regarding this matter, leave a comment down below. I'll always have you back. Have a good one! 

For the list of transactions - it was sent yesterday.  Definitely not on the list.  

Definitely not a recurring invoice.  I don't use that for invoices.

For the invoice sent yesterday and earlier this month (still unknown date), I was sending to staff.  I removed the clients email and added staff emails.   For some reason it copied to the client.  (btw this is hidden).  It has not done that in the past.   I sent four invoices to staff this week.  None of the others copied to the client - thank heavens.  So there was something different about this invoice.

I cannot copy my screen shot into this reply.   Not sure why.  but  the cc is populating the client even though I deleted it.  None of the other clients i sent this week has this issue.

[Attach removed]

Hello there, suzannek1. Thank you for getting back, allow me to provide more insights regarding your invoice in QuickBooks Online (QBO).

The email address may have been pre-set under the CC (carbon copy) field in the system. That could be why it's automatically sent to your client when you attempt to send an invoice.

To resolve, follow these steps:

1. Go to Sales, select Invoices, and choose the specific invoice. 
2. Click on Edit on the right side.
3. Select Cc/Bcc on the left side and remove the email under the Cc section. 
4. Finally, click Save.

All invoices that were sent will appear on the Invoice list. Since you mentioned that a specific invoice was not displayed on your list, it's possible that it didn't go through. If you are certain that it went through, Please review the date and ensure that the date on the invoice matches the date on your report.

For security reasons, we have removed the screenshot you attached to your post as it contains personal information.

You may visit this article to learn more about personalizing your reports: Customize reports in QuickBooks Online.

I'm always available if you have more questions about your invoices in QBO. Just comment down below, and I'll make sure to provide accurate assistance. Stay safe.

I have already removed it.  The issue is that I never entered it because I didn't know until today that the option existed.  So how did it get there?  I think this may remain a mystery.  Thanks for your help. 

Hi there, @suzannek1.

I appreciate your quick response, let me share some clarification why this is happening.

Sometimes, our browser fills too much cache, which could cause malfunctions to some features or slow down a website. As of now, I can guide you on troubleshooting your browser to ensure it runs with QuickBooks efficiently. Let's start with accessing QuickBooks Online using incognito mode or a private window.

Here are the shortcut keys to go private mode in a browser:

For Google Chrome / Microsoft Edge / Opera:

• Windows: Ctrl + Shift + N
• Mac: Command ⌘ + Shift + N

For Firefox:

• Windows: Ctrl + Shift + P
• Mac: Command ⌘ + Shift + P

For Safari:

• Shift + Command ⌘ + N

If this works, you can proceed to clear your browser's cache and cookies. Otherwise, you can also use other supported browsers to ensure it runs QBO efficiently.

Moreover, you can also consider customizing your invoice to your customers in QuickBooks Online.

The Community space is always here to assist you with any concern you may have. Please feel free to leave a reply below.

Thank you but I truly don't think that is the issue.  There is a setting issue that caused one invoice to pre-populate the client email and not the rest of them that I sent within two days.  Any CC and BC should be clearly visible.   I will definitely click on that going forward and double check.