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Level 1

Is there a report to show the date your invoices were emailed using QB Desktop?

I would like to run one report each month for multiple customers/jobs showing the date their invoice was emailed.  It looks like this feature is available for on-line QB users but I am not finding for desktop users.  Is this possible for QuickBooks desktop users?  I want to use this report as a check and balance to make sure I have emailed all of our clients their invoices.  I know that I can go into each invoice individually but that is very time consuming.  Please tell me there is a way.

Solved
Best answer January 21, 2021

Best Answers
QuickBooks Team

Is there a report to show the date your invoices were emailed using QB Desktop?

Hi there, areeves.

 

Thanks for checking out the Community space.

 

Unfortunately, this type of report is unavailable in QuickBooks Desktop. For now, you can open each invoice and select the See History link to show the status flow. Check out the different type of invoice status below:

 

  • Sent - The invoice was already sent.
  • Viewed - Your customer already received and opened the email.
  • Paid - A payment has been entered for the invoice in QuickBooks.
  • Deposited - A payment deposit has been recorded in the program.

To learn more about this process, you read this guide: Verify that an invoice was emailed and read by the recipient. I've also included an article that will help easily track your sales and stay on top of your receivables: Customize customer, job, and sales reports.

 

You can always find me here if you have any other concerns or follow-up questions. Have a great rest of the day.

View solution in original post

2 Comments
QuickBooks Team

Is there a report to show the date your invoices were emailed using QB Desktop?

Hi there, areeves.

 

Thanks for checking out the Community space.

 

Unfortunately, this type of report is unavailable in QuickBooks Desktop. For now, you can open each invoice and select the See History link to show the status flow. Check out the different type of invoice status below:

 

  • Sent - The invoice was already sent.
  • Viewed - Your customer already received and opened the email.
  • Paid - A payment has been entered for the invoice in QuickBooks.
  • Deposited - A payment deposit has been recorded in the program.

To learn more about this process, you read this guide: Verify that an invoice was emailed and read by the recipient. I've also included an article that will help easily track your sales and stay on top of your receivables: Customize customer, job, and sales reports.

 

You can always find me here if you have any other concerns or follow-up questions. Have a great rest of the day.

View solution in original post

Level 1

Is there a report to show the date your invoices were emailed using QB Desktop?

Thanks for answering.  The way you stated to check is the way I have been doing it but when you are checking 30+ invoices each month this isn't feasible and very time consuming.  QB needs to create away to do this on the desk top version with a single report option.

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