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You're unable to see an indication because the audit log only displays when you create, approve, or edit an invoice, EN22. You can view which customers got reminders on the All sales page.
After you send the reminder, QuickBooks marks Invoices in the Status column as Reminded or Sent. Follow these steps to verify:
- Go to the Sales menu on the left panel.
- Select the All sales page.
- Choose Invoices under Type, then set the Date and Customer for easy tracking.
- Scan the Status column to see Reminded or Sent.
You can also include your email address in the CC field of the email message to receive copies and monitor customer invoices that have been sent. Here's how:
- Go to the Gear icon and select Account and Settings.
- On the left menu, navigate to the Sales tab.
- Scroll down to the Messages section and click the pencil icon to edit.
- Under the Email message, check Email me a copy at [your email].
- Enter the email address in the Copy (Cc) new invoices to address field.
- Click Save and then Done.
Next, create and send customer statements to remind them about their upcoming deadlines and receive your receivables on time.
Once settled, register your revenues in the system to monitor the business finances: Record invoice payments in QuickBooks Online.
Do you need help tracking your invoices or sales? Speak now with our QuickBooks Live Expert for more personalized assistance.
If you'd like to know more about handling invoices or customer payments, please don't hesitate to leave a reply. I'll get back to you with the details.
