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carrie44
Level 1

How do I see what time an invoice or estimate was sent?

 
2 Comments 2
CamelleT
QuickBooks Team

How do I see what time an invoice or estimate was sent?

Thanks for dropping your query here, carrie44. I'd be happy to provide details on how you can see the time an invoice or estimate was sent in QuickBooks Online (QBO).

 

In QuickBooks Online (QBO), we can view the date and timestamp of an invoice. However, only the date is displayed for estimates. Here's how to check: 

 

  1. Go to Sales and choose All sales.

    sales-all sales.PNG

  2. Find the invoice/estimate.
  3. In the STATUS column, you'll see the date when the form was transmitted.

    status.PNG

  4. Then, click the sales form to open the activity window, where the sent date and timestamp is displayed. For estimates, only the sent date can be seen. 

    sent pop up window.PNG

    invoice timestamp.PNG

    The pop-up window above appears on each transaction type you select.

    For additional questions or concerns you may have about managing your invoices or estimates, please feel free to add a reply below. I'll always be here to provide support and guidance to streamline your financial processes effectively. 
PBJ10
Level 5

How do I see what time an invoice or estimate was sent?

@carrie44 Hey Carrie, you're going to love this. So remember how with the old invoice layout all that information about what time the invoice was sent, by whom, and when it was opened by the customer was conveniently right there on the bottom of your invoice?

 

Well, that's gone now and it's not coming back! Now, the new steps are that you have to LEAVE the invoice, go to your SALES tab, SEARCH the invoice among the possibly THOUSANDS of invoices in the your system, open the EDIT TAB for the invoice (even though you're not editing it, right?), then scroll around in that small, clunky little edit window to find the Invoice Activity header, YOU'RE GOING TO HAVE TO CLICK TO OPEN THAT TOO, and then OPEN EVERY SINGLE ACTIVTY EVENT.

 

Cool huh? We thought so too months ago when we submitted feedback to Quickbooks MULTIPLE TIMES requesting that they just REINSTATE THIS SIMPLE FEATURE ON OUR INVOICES THAT WAS ESSENTIAL TO OUR WORKFLOW FOR YEARS.

 

But alas, Quickbooks knows better than we do and has communicated that this new process is much better and convenient despite proof to the contrary by the customers who actually use it.

 

So enjoy wasting your time on that lovely "improvement" on the new invoice layout!

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