cancel
Showing results for 
Search instead for 
Did you mean: 
jdlawncareoddjob
Level 1

How do I show an invoice has been mailed? we do not email invoices and it gets crazy not knowing which has been mailed.

 
5 Comments 5
Charies_M
Moderator

How do I show an invoice has been mailed? we do not email invoices and it gets crazy not knowing which has been mailed.

Hello there, jdlawncareoddjob.

 

I'd be delighted to help you know how to show an invoice has been mailed in QuickBooks Online (QBO).

 

There are a lot of ways to know which invoices has been mailed to your customers. First option is to view invoices that have been sent from the Sales tab.

 

Here's how:

  1. Select Sales on the left hand menu 
  2. Select Invoices 
  3. Check the Status column next to the invoice you sent 

Second option is to check the Audit Log. From there, you can search for a particular date or find the relevant transaction.

  1. Select the Gear Icon.
  2. Underneath Tools select Audit Log.
  3. You can filter the necessary information and click Apply.

To learn more about the use of Audit Log, check out this article: The Audit Log.

 

Otherwise, you can run the report for Transaction List by Customer. You can customize this report to filter the invoices sent to your customer. Let me show you how to do it below:

 

Here’s how to filter the report.

  1. Click Reports.
  2. Search Transaction List by Customer report.
  3. Click Customize.
  4. Click Rows/Columns.
  5. Click Change Columns.
  6. Select Sent, and Delivery Address.
  7. Click Filter then select Sent.
  8. Click Run Report.

Here's an article to be more familiar with customizing reports in QBO: How to customize reports.

 

Should you need additional help with this or questions about invoices, feel free to reach out to me. It's always my pleasure to assist you.

Malcolm Ziman
Level 10

How do I show an invoice has been mailed? we do not email invoices and it gets crazy not knowing which has been mailed.


@Charies_M wrote:

 


if you read the question carefully you will notice an e in front of the word mail, and after not

Rustler
Level 15

How do I show an invoice has been mailed? we do not email invoices and it gets crazy not knowing which has been mailed.

There are two options, neither of which is real satisfying

 

Create a new email account, use that for invoices you snail mail, then you can see it was "sent"

 

put the date mailed in the memo block

accounting25
Level 2

How do I show an invoice has been mailed? we do not email invoices and it gets crazy not knowing which has been mailed.

QB,  you should at least make a mark that the invoice was PRINTED in some audit log so we know it was MAILED  - not EMAILED.   Quickbooks Pro 2020...Still pathetic since 1991........

accounting25
Level 2

How do I show an invoice has been mailed? we do not email invoices and it gets crazy not knowing which has been mailed.

Quickbooks should have a way to audit or log PRINTED invoices, so at least if it was PRINTED we can assume it was MAILED  (NOT emailed).  Quickbooks Pro 2020.....still pathetic since 1992

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us