I can no longer see when a customer opens/reads an invoice emailed to them

angie100 · ‎November 16, 2023

Archie_B · ‎November 17, 2023

I understand how inconvenient it can be if you're unable to see the activity status of an invoice in QuickBooks Online after emailing it to your customers. I'm here to help and provide a solution to this issue.

I've replicated this on my end and confirmed how the invoice activity status works. It's possible that you or someone with admin access changed your account's Online delivery settings, which explains why you can't see the status activity of your emailed invoice, whether it's already been VIEWED by your customer or not.

To resolve this, you need to make sure that the following settings for your Online delivery is set up correctly.

Here's how:

Log in to your QuickBooks Online account as admin.
Go to the Gear icon, then Accounts and settings.
Choose the Sales tab, then scroll down till you see the Online delivery section.
Click on Edit✎.
Make sure PDF Attached is checked and select Online invoice under the Additional email options for invoice.
Hit Save, then Done.

Once done, the invoice activity status will automatically update and should be visible in your invoice list in the Sales menu.

If you want to learn more about invoice statuses, you can check out this article: Create invoices in QuickBooks Online.

I've also added this resource for future reference if you need to know how to send an email reminder to your customers about upcoming invoice due dates: Send invoice reminders automatically or manually in QuickBooks Online.

If you have any further questions or need assistance with any invoice-related concerns, please let me know. I'm here to support you. Enjoy the rest of your week.

angie100 · ‎November 17, 2023

My QBO is set up like this and I still see no read activity. It was there a week ago and something changed recently and now its gone.

angie100 · ‎November 17, 2023

Already setup this way. Still nothing...

Jelayca V · ‎November 17, 2023

Let me guide you through checking the status of your emailed invoices to customers, @angie100.

Currently, the old invoice layout does not have the ability to track whether the customer has viewed the invoice, but the newer experience offers this functionality. With the updated design, you can easily monitor and confirm whether the customer has seen the invoice.

To view the status of an invoice, please follow these steps:

Go to Sales and select Invoices.
Open the invoice you want to check the status of.
Click the custom "Manage Gear" icon on the upper right corner of the invoice.
Click the "Status: Viewed" section and select the dropdown to view invoice read status.

Please see my attach image for your reference:

By following these steps, you will be able to see if the customer to whom you've emailed the invoice has viewed it or not.

If you're interested in learning more about invoice statuses, you can check out this article: Create invoices in QuickBooks Online.

Furthermore, if you need to know how to send an email reminder to your customers about upcoming invoice due dates, this resource will be helpful: Send invoice reminders automatically or manually in QuickBooks Online.

If you have any questions about invoices in QuickBooks Online, please don't hesitate to reach out to us anytime. We are always here to help. Have a great day.

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I can no longer see when a customer opens/reads an invoice emailed to them