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MarshaClark
Level 3

Can I see if members have viewed their invoices?

 
Solved
Best answer December 19, 2023

Best Answers
KimberlyS
QuickBooks Team

Can I see if members have viewed their invoices?

Hello, everyone.

 

Let me share information to help track the status of your emailed invoices.

 

QuickBooks Online allows users to track invoice status. These include if the customer has already viewed their invoices. Let me guide you on how.

 

  1. Select Sales, then choose Invoices.
  2. Look for the transaction and click on it.
  3. Once a pop-up window appears, you can see the Viewed status under Invoice activity.

 

Moreover, when you're ready to record customer payments, you can utilize this material as your guide: Record invoice payments in QuickBooks Online.

 

Feel free to update us in the thread if you have additional questions about tracking invoice status or other related concerns in QuickBooks Online. It's our top priority to offer further assistance.

View solution in original post

6 Comments 6
DBisel1
Level 1

Can I see if members have viewed their invoices?

I have the same question, I use to be able to see the sent and customer viewed report at the bottom of the invoice. Now how can I tell if they received it and or viewed it?

KimberlyS
QuickBooks Team

Can I see if members have viewed their invoices?

Hello, everyone.

 

Let me share information to help track the status of your emailed invoices.

 

QuickBooks Online allows users to track invoice status. These include if the customer has already viewed their invoices. Let me guide you on how.

 

  1. Select Sales, then choose Invoices.
  2. Look for the transaction and click on it.
  3. Once a pop-up window appears, you can see the Viewed status under Invoice activity.

 

Moreover, when you're ready to record customer payments, you can utilize this material as your guide: Record invoice payments in QuickBooks Online.

 

Feel free to update us in the thread if you have additional questions about tracking invoice status or other related concerns in QuickBooks Online. It's our top priority to offer further assistance.

Jen662
Level 1

Can I see if members have viewed their invoices?

Ok, but what happened to the history report at the bottom? It may say viewed in the invoice screen but now we have no precise information to 'prove' it was seen.

SarahannC
Moderator

Can I see if members have viewed their invoices?

Hello there, Jen662.

 

Are you referring to the history report as a way to review the status of the invoices on the Invoice page? Please take a look at the screenshot below for further reference:

 

If so, you can still view the invoice status from there by following these steps.

 

  1. Open the invoice and make sure it was already sent.
  2. Click the Manage icon.
  3. Click Activity.

Feel free to explore these articles to gain a better understanding of managing sales forms:

 

 

If you have further questions about sales forms, I'm here to help.

Tam-SP
Level 1

Can I see if members have viewed their invoices?

We are using a contractor edition and on our computer - how do WE see the invoice views/history? I can't find 'sales' you referenced and I can't find 'manage' that you referenced in our edition. 

MariaSoledadG
QuickBooks Team

Can I see if members have viewed their invoices?

Let me guide you on how you can see the view and history of your invoices, Tam. 

 

The steps provided above are only applicable if you're using QuickBooks Online (QBO) which has a different interface with QuickBooks Contractors Edition.

 

QuickBooks lets you track your invoice flow quickly. By just checking out the See History hyperlink of your actual invoice, you'll be able to see the invoice history itself. I've attached a sample screenshot for reference: 

 

 

You may also want to manually track your invoice status by checking if they were sent to not. Go through this article for more details: Verify That An Invoice Was Emailed And Read by Recipient. 

 

Moreover, learn how each bank feeds modes display and handles transactions. Learn how QuickBooks makes a match with those downloaded transactions. I've got this article for more information: Add and Match Bank Feed Transactions QuickBooks Desktop.

 

Post your comment if you have further questions about your invoice history and views or anything else about invoices.

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