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Level 1

If our company views a customer invoice via the link does that create a notice that the customer has viewed?

 
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Level 7

If our company views a customer invoice via the link does that create a notice that the customer has viewed?

I have had where  it says it was viewed, but doesn't specify who. Just says "Viewed" with the date, when we haven't even used the link to view it.  

QuickBooks Team

If our company views a customer invoice via the link does that create a notice that the customer has viewed?

Hi there, @ejpmarketingco and @Just_me.

 

I'm here to share some details about the status of the sent invoices. 

 

Once the invoice email from QuickBooks was opened by the customer, regardless of the primary email or the CC (carbon copy) recipients done that, it will be posted as Viewed.

 

You can see the Invoice status on the Invoice page or the Audit log. Here's how it looks like:

 

 

I've attached this article for your future tasks in case you want to personalize your sales forms in QuickBooks to attract customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be here if you have other questions or concerns regarding QuickBooks. Let me know in the comment section below. Take care.

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