In the QB Online app, how can I see invoice and statement history? I'd like to know when and how often we have printed or emailed an invoice or statement to customer

Hi there, @law3.

Checking the email history for invoices is a breeze. However, this option is only available if you’re using a browser. You can check out the steps below to get started:

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. Use the Filter menu. Then, click the dropdown arrow under Type and select All invoices.

From there, you’ll see all of the invoice transaction you sent to your customer. 

We also offer a guide on the transaction audit history that I'm sure you'll find helpful. By viewing this Audit History, you can see every single change and action performed to a transaction. 

I'm just here if you have any other questions. You can always leave a reply or post again if you need more help. Have a great day!

Thank you for your help!  That wasn't quite what I needed, though.  :)  

I would like to see a record of when we sent the invoices and statements, even if we sent the same invoice more than once.  

This just seems to show me the invoice itself and the original date.  

For an overdue account I may want to print and send the invoice again or create a statement.  

Is there a way to see a list of the dates that an invoices and statements were printed/emailed to a customer?  

Allow me to jump in on this thread, law3.

I know the importance of being able to view when an invoice or statement was sent or printed. However, we're unable to pull up a list that shows these details in QuickBooks.

As a workaround, I recommend using our Audit log to show the information you need. I'll guide you how:

1. Go to the Gear icon.
2. Select Audit Log.
3. Click on the Filter drop-down menu.
4. Use the fields on the Filter panel to choose the details to narrow the results.
5. Select Apply.

Aside from that, there are other ways the Audit Log can help you in managing your QuickBooks transactions. For more details, I suggest checking these article: 

•  View Transaction Changes in the Audit History
• Use the Audit Log to Re-enter Deleted Transactions

Additionally, I've added an article that'll help you print or email multiple sales forms. This helps you save more time by doing by batch instead of one at a time: Email or Print Multiple Invoices and Sales Forms.

Let us know if you have any other concerns or managing sales transaction queries by dropping a comment below. Doing so helps us provide the assistance you need.

I found this thread because I have found & used a screen that shows a customer invoice history on a vertical time line, i.e.

created DATE

|

|

sent DATE

|

|

viewed x times  etc.

Unfortunately, I didn't make a note of what I clicked to get there -- but it wasn't the gear icon etc. as the answers in this thread prescribe.  It was just a simple click SOMEWHERE.  Does anyone know?

Thanks

Thank you for taking the time joining in this thread, @pomegranate.

This format seems familiar. You may be looking at the invoice history found in the Sales menu when you click an invoice in the Invoices section. From there, click the Invoice activity drop-down to show transaction history. You can check the screenshot below:

However, if you're using the QuickBooks Online mobile app, you can tap on the Menu ☰ and choose Invoices. Select an invoice from there, and then scroll down to see the Activity drop-down to see invoice history.

In addition, you'd like to utilize the audit log to view transaction changes. This way, you can see the ones who entered and edited specific transactions.

If you have any follow-up questions, please let me know by adding a comment below. I'm more than willing to help. Keep safe!