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.

I'd like to know where it is in QBO?  You say it is a feature in QBO but I can't find it.

I'd like to know where it is in QBO?  You say it is a feature in QBO but I can't find it.  I know the data is stored, so there should be a way to get it out.

Thanks for joining this thread, solutionsacct2020.
 

In QuickBooks Online, you can find the date you emailed an invoice to a customer by accessing your Invoices tab on the Sales screen.
 

Here's how:

1. In your left navigation bar, go to Sales.
2. Access the Invoices tab.
3. Choose an invoice by clicking on its record.
4. On your right side of the screen, find your Invoice activity section and review the Sent date to see when it was emailed.
   

You can also see the dates you opened it, your customer viewed/paid it, and when its payment was deposited to your financial institution.
 

I've also included a detailed resource about working with invoices which may come in handy moving forward: Invoices overview

Please don't hesitate to send a reply if there's any additional questions. Have a great day!

Agreed! I also send hundreds of invoices almost every day and need a report to show invoices emailed. This would help us ensure nothing is missed. 

I have to throw in: Using the Income Tracker in the Customer center in *Desktop, you can filter by date and see which invoices have a blank for sent date. This is our go-to for checking through hundreds of invoices. You can also select any number of transactions and take action in batch format. It's not an exportable report but definitely gives functionality where it's lacking. Not sure if QBO has the same.

Thanks for tip - I will give it a try.

Puzzled by one thing in the animated demo file here.

The text says "...review the Sent date to see when it was emailed."  But in the image (and on my screen) there is no Sent date."  There is an Opened Date, and on mine I see Viewed dates.  But nothing for Sent.

Good day TomAtACX,

Thanks for reaching out to the Community! The animated demo above is for QuickBooks Online. If you are using QuickBooks Desktop, then it would be different. Here is to see if your invoice was sent.

1. Open the invoice you are concerned about. 
2. Go to the Reports tab and choose Transaction History from the invoice toolbar.
3. Under Invoice Information, check Sent Date and Send Method.

If you would like to see multiple invoices at once or if the recipient reads it, the instructions in this link will help with that. 

• Verify that an invoice was emailed and read by the recipient

Please Let me know if you need more help. I will be happy to assist. Take care and have a good one!

I am using QuickBooks online, just as in the animation. 

In fact, part of my point is that in the animation, it also does not show the Sent date, even though that's what the original question-asker was pursuing.  The demo-cursor swirls around the word "Sent" but there is no date near it.

It shows "Opened" with a date, then below that "Sent" with no date, then below that "Viewed" with dates.

Here is my QBO screen, which looks the same.  

Perhaps the date for Opened "carries down" to Sent?  It was Opened and Sent the same day?

-Tom

Thanks for the screenshot, Tom!

It doesn't matter if the invoice is sent and viewed on the same day. There should still be a Sent date, as shown below. You can also check this on the Invoice page.

If you haven't already you can do the basic troubleshooting steps like signing in to QuickBooks in a private browser to find out if the missing Sent detail is caused by a full cache. If you see a date while in a private browser, clear the cached files. If it's the same thing, please contact our QBO Support to check this further using more tools.
 

Shortcut keys to open a private browser:

• Google Chrome: Ctrl + Shift + N
• Safari: Command + Shift + N
• MS Edge and Firefox: Ctrl + Shift + P

Steps to contact QBO Support (weekdays 6 AM  to 6 PM PT):

1. Go to Help and select the Search tab.
2. Click Contact Us at the bottom.
3. Enter something like missing sent details invoice activity and click Continue.
4. Choose Start a chat or Get a callback.

I'm only a comment away if you need more help with your invoice. Take care and enjoy your weekend.

I logged in thru a "private" (did you mean "Incognito"?) browser in Chrome, and took this snapshot. 

I see the same as for my normal browser.  (Nor did I suspect any issues with cached files; I haven't logged into QuickBooks in months and have never looked at this particular invoice before.)

Also, I asked if the sent-date was suppressed if the Sent and Opened dates were the same -- not the Sent and Viewed dates.  But then, I suppose it doesn't really matter.  As you can see below, there are dates for Opened and Viewed, so surely there must have been a Sent-date in between that is not being displayed.

As to contacting QBO Support...isn't this QuickBooks Support?

Thank you for getting back to us, Tom.

Yes, an incognito browser for Google Chrome. You can also try to log in to your account using other supported browsers to verify if it's only happening in your Google Chrome.

You can reach our Customer Support for QuickBooks Online (QBO) through chat or by arranging a callback. They have the tools to check your account in a secure environment and identify the history of this invoice. You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support. Posting here in the QuickBooks Community can help you get answers to QuickBooks questions and find tips from experts. 

Here's also how to use the audit log in QBO to check the transaction date and amount and any changes made to it. Check out this article for detailed guidance: Use the audit log in QuickBooks Online. 

Let me know if you need further help with your invoices. I'm always here to help. Have a wonderful day!

Greetings! Did you ever find a report to list AR invoices sent via email? Ideally I need a report to show me our outstanding AR invoices sent via email. Thanks!

Hello!   I am sorry to report but from everything that I found in my research there is no report available.  I keep hoping that this report will be provided in an update for on-prem users.  Thanks!

We could easily send over a 100 AR email invoices per week. How are you managing now without a report? Did you consider a third party merchant? Thanks!

Hi, @ToddG34292 and @areeves. Thank you again for bringing this matter to our attention.

Your dedication to finding solutions is truly commendable. While I understand the frustration of not finding the desired report in your research, please know that your feedback is invaluable in shaping our services and updates. 

The option to run a report for sent invoices is unavailable in QuickBooks Desktop (QBDT). With this, I suggest sending feedback to our product engineers about this idea. They may add this feature in future product enhancements to make our program better and more efficient for you to use. 

You can do so by following these steps:

1. Go to the Help menu.
2. Select Send Feedback Online, then choose Product Suggestion.
3. Enter your suggestion.
4. Click Send Feedback.

In the meantime, you'll want to open each invoice and select the See History link to show the status flow. For more details, see this link: Verify that an invoice was emailed and read by the recipient. 

Furthermore, you'll want to visit this article to learn how to record payments in QBDT: Record an invoice payment.

If you have any more questions or concerns, please don't hesitate to reach out. Your satisfaction is our priority, and we're here to help in any way we can.

Is there a report to show the date we email the invoices using QBO?

Having a report that will show the date that invoices is emailed is a great feature for your business, JoAnn.

QuickBooks Desktop allows you to customize any report that you generate like customizing the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report.

For now, the only way to show the date of the email invoices of your reports is to export them in your Excel file. From there, add the dates manually in the columns.

On the other hand, as what @Nicole_N provided, you can send a request to let our product engineers know how this is useful for your business needs. I'll guide you again on how you can send feedback: Here's how:

1. Click the Help menu.
2. Select Send Feedback Online, then choose Product Suggestion.
   
3. Provide your suggestion.
   
4. Tap Send Feedback.

Additionally, learn how to customize data, add or delete columns on your reports. Go through this article for your reference: Customize Reports In QuickBooks Desktop.

Please get back to us if you need further assistance when running reports. We're here to make sure everything is covered.

Thank you so much for that post re income tracker and mailed invoices - very helpful!!!!