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virtualmediasc
Level 1

Is there a setting that notifies you when the customer has opened the invoice?

When the customer receives the invoice is there a read receipt setting?
3 Comments 3
Daniela_A
QuickBooks Team

Is there a setting that notifies you when the customer has opened the invoice?

Allow me to share some information about invoice, @virtualmediasc.

 

Currently, you’ll have to manually check if the invoice was read/viewed. The statuses are changed automatically once the customer received and opened the said invoices. You'll see it under the Invoices page. It will show as Viewed in the STATUS column.

 

To check the status of invoices sent via email on your QBO account, here’s what you'll need to do:

 

  1. Click Sales in the left navigation panel.
  2. Select Invoice.
  3. Choose the name of the customer you want to view.

 

I've also attached screen shot below for your reference: 

 

 

Moreover, you can also use the Audit log to check the activity history of all transactions.

 

For additional information I'm attaching some helpful articles you can check:

 

 

If you have any other questions about invoices, please let me know. I'm always here to help. Have a great day.

virtualmediasc
Level 1

Is there a setting that notifies you when the customer has opened the invoice?

I understand qb showed when it was view, but it indicates that if I open and view it.  There is no notification of who and when it was viewed.  Is this something that can be changed to indicate who has viewed and the date?

MariaSoledadG
QuickBooks Team

Is there a setting that notifies you when the customer has opened the invoice?

Let me provide some information about an indication of who and when the invoice was viewed, virtualmediasc.

 

As @Daniela_A mentioned above, when the customer receives the invoice, the status will only automatically show as "Viewed. For now, an indication to determine who and when the invoice was viewed is unavailable. You'll want to let our product team know how this feature helps your business. You can visit our Customer Feedback page and send a request from there. I've attached a screenshot for your visual guide:

 

 

Based on the screenshot above, you'll just have to click the Give feedback option highlighted in yellow and enter your feedback from there. 

 

Furthermore, when a customer pays an invoice, you'll have to record the payment to connect it to the invoice to balance your account. To learn more, take a quick glance at this article for your reference: Record Invoice Payments In QuickBooks Online

 

Reach out to us if there's anything else that you want us to help with your invoice. Remember, the Community is always right here to assist you.

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