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Thank you for reaching out to the Community, @steveshine. I appreciate you bringing this issue to our attention. I understand that monitoring invoice views is important for effective AR tracking and leveraging. I am here to provide some insights and workarounds on how to achieve that.
QuickBooks Online (QBO) has recently changed the location of the invoice status history. Let me guide you through the process of checking the status of an invoice.
Here's how you can see it:
- Go to Sales, then select Invoices.
- Click on any invoice you want to view the status.
- A pop-up window will appear. Under Invoice Activity, you'll find the status.
If you are using the new invoice layout, here's how you can check the invoice activity:
- Open the Invoice.
- Click the Gear icon or Manage.
- Select Activity.
I have also attached some articles that you can use to automatically send reminders to customers, as well as additional information about emailing invoices:
Feel free to drop a post anytime if you still have questions or concerns with invoices or about the program feature. I'm always here for you.
Hello, @justride17.
Let me guide you through the process of checking the status of an estimate.
Here's how to see it:
- Go to Sales, then select All Sales.
- Click on any estimate you want to view the status.
- A pop-up window will appear. Under the Estimate Activity, you'll find the status.
Moreover, consider scanning this article as your guide on personalizing your sales forms inside QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let me know if you have any further questions regarding the estimate status you sent to your customer. I'm here to assist you anytime.
