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BethFletcher0122
Level 1

We used to be able to see when clients viewed their invoices. How do we get that back?

 
5 Comments 5
Shania_C
QuickBooks Team

We used to be able to see when clients viewed their invoices. How do we get that back?

Welcome to the Community space, @BethFletcher0122.

 

Let me share some insights concerning your client's invoices. The option to see the activity where the client viewed the invoice, is unavailable in the new invoice experience. However, you can still view the invoice activity by selecting an invoice and clicking on it once. This will display the invoicing activity on the right side of the panel.

 

Here is a photo for your reference:

 

 

Additionally, I recommend sending your valuable Feedback to our software engineers. This way, they can review and include your suggestions in future product updates.

 

Here's how:

 

  1. Select Settings, then Feedback.
  2. Enter your comments or product suggestions. 
  3. Then select Next to submit Feedback.

 

Furthermore, you can check this article to learn how to edit your reminder message for customer invoices: Send invoice reminders automatically or manually in QuickBooks Online.

 

Let me know whenever you have further queries concerning viewing the invoice history. I'll be more than glad to help. Stay safe and have a great day!

PBJ10
Level 6

We used to be able to see when clients viewed their invoices. How do we get that back?

@Shania_C the option you've detailed is not helpful for most customers. Our business does not access invoices from the Sales tab. When we open an invoice through the search feature, we used to be able to see the invoice Activity History right there at the bottom of the page. 

This feature was essential to our workflow.

 

The "new invoice experience" has left our business in very bad position as it was implemented without warning and has been very time-consuming.

 

We would appreciate assurance that this feature will be reinstated as soon as possible. Our company is already researching new accounting options in the meantime.

 

jtanr72
Level 1

We used to be able to see when clients viewed their invoices. How do we get that back?

Thanks, I agree. Many changes are not for the better.

PBJ10
Level 6

We used to be able to see when clients viewed their invoices. How do we get that back?

It's been over a month and this new process of looking up the invoice history from a different tab is still unacceptable. The feature that worked - having the invoice history on the invoice - was removed without explanation.

 

Enough customer feedback has been provided to establish that the current process is unacceptable. We are still waiting to hear when the feature of being able to see an invoice's history directly on the invoice will be brough back. Not a workaround. The original feature.

 

It is imperative to our business that it be brought back very soon.

gregscotthill
Level 1

We used to be able to see when clients viewed their invoices. How do we get that back?

I agree!!!!!!!!!!!!!!!!!!!

This is a very big issue for us.
When will this feature be added back to the system.

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