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Level 1

There used to be a timeline on the bottom of my invoice screen. When the invoice was sent, opened, viewed etc. This feature seems to have disappeared. How to turn on?

 
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QuickBooks Team

There used to be a timeline on the bottom of my invoice screen. When the invoice was sent, opened, viewed etc. This feature seems to have disappeared. How to turn on?

Hi there, @fcegene.

 

Thanks for reaching out to us. I can provide some insight regarding the missing Activity section on your invoice in QuickBooks Online. 

 

We received similar reports from other users like you, and our Product Team is aware of it and currently looking for a permanent fix.

 

If you want to know when you send the invoice, you can check the Audit History of the transaction. However, there is currently no workaround to see the messages posted by a client or the Viewed date and time.

 

In the meantime, I suggest giving our Customer Care Team a call to add your account to the list of affected users. Please have our representative link your case number to INV-27731.

 

An email will be sent to you with any new information to assure you're up to date with the progress of the investigation. Rest assured, I will also keep you posted here in this thread for any updates available.

 

Here’s how to contact phone support:
1.    Sign in to your QBO account.
2.    Go to Help at the top right.
3.    Click Contact Us to connect with a live agent.


That should do it. Please let me know how the call goes. If you need anything else, leave a reply below. I’ll be here to help you out. Thanks for dropping by and take care!
 

Highlighted
QuickBooks Team

There used to be a timeline on the bottom of my invoice screen. When the invoice was sent, opened, viewed etc. This feature seems to have disappeared. How to turn on?

Hi, @fcegene.


I’m here to provide some update about the issue of missing Activity section on your invoices.


Good news! Our engineers already fixed the problem. You should be able to see the Activity section again on your sent invoices. 


For more information about emailing sales forms, check out this article: Email or print multiple invoices and sales forms.


Let me know if you need further assistance, I’m always here to help. Have a great day! 
 

Highlighted
Level 1

There used to be a timeline on the bottom of my invoice screen. When the invoice was sent, opened, viewed etc. This feature seems to have disappeared. How to turn on?

I see activity on some of the invoices but there isn't activity on several other invoices.

Highlighted
QuickBooks Team

There used to be a timeline on the bottom of my invoice screen. When the invoice was sent, opened, viewed etc. This feature seems to have disappeared. How to turn on?

Thanks for joining this thread, @tmc61.

 

Once an invoice is sent, the system will recognize that it has been viewed by the customer. The statuses are changed automatically once the customer received and opened the said invoices.

 

We can check the Audit Log to make sure those transactions were sent out. Please see these steps:

 

  1. Go to the Gear icon.
  2. Select Audit Log.
  3. Look for the transactions if it was sent out, you'll see Emailed under the Event field.

The sent/viewed also works depends on the setting under online delivery. Here’s how:

 

  1. Select the Gear icon.
  2. Choose Account and Settings, then click Sales.
  3. Under Online delivery, select an Online invoice.
  4. Hit to Save.

 

You can visit this self-help article to get more ideas about managing your accounts in QuickBooks moving forward.

 

Please come back if you have an additional concern. I’ll be right here.

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