When I sent an invoice out, I used to be able to see when I sent it and if a client had viewed it. It doesn't show the history anymore. How do I make it come back?

Thank you!

Hey there, @NikiFMT.

I'm glad to hear that the instructions provided by my colleague, @JanbonN, helped track your invoice activity. 

If you have any further concerns about QuickBooks Online, please feel free to reach out to the Community. We're always available to assist you.

is there a way to export the sent/view history of an invoice? Currently piecing together screenshots..

Thank you for reaching out, ask2023.

I can see the importance of having a clear record of your invoice activity. Our current system does not support the direct export of invoice activity. However, you can access the Audit History report, which provides a comprehensive overview of the invoice activity. This report can be easily saved as a PDF, offering a more efficient and organized way to manage your invoice records.

To create a report:

1. Open any invoice.
2. Choose More at the bottom.
3. Click Audit history.

If you require any assistance in accessing or navigating the Invoice History report, please don't hesitate to reach out to us. We are here to support you every step of the way.

if audit history does not show as an option, is it a permissions issue?

Thank you for getting back to us, @ask2023.

In QuickBooks Online, Audit History will show if the invoice is sent. It doesn't have to do anything with permission.

Also, as mentioned by my colleague above, exporting the view history is not an option. However, you can screenshot the invoice activity as you are already using as a workaround.

You can consider using a third-party app to help you capture the activity. I'll share the link to our QuickBooks App Center with you. Another option is to go to your QBO account's Apps menu.

Here's how:

1. From the sidebar menu, choose Apps.
2. To find apps, go to the Find Apps tab.
3. To filter the results, type a keyword into the search bar or click the Browse category option.

For future reference, you can read this article as your reference in recording invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

Don't hesitate to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

It doesn't show up for me at all and this is absolutely incredible we can't see this anymore. It is something I used daily to make sure invoice got to destination and that customerts have opened it.

There is no pop up window..... please advise.

Same goes for estimates, it should also show when customers have opened them, this is a needed sales tool

Please advise.

Hello there, @WCS -Lou. Let me share information on how to view the activity of an invoice and estimates you sent to your customers. 

Knowing the inside activity of the sent sales forms is essential when running a business. It will make sure that our customers already received or paid for it. Let me assist you with the process of viewing the status of your sales forms in QuickBooks Online (QBO):

1. In your QuickBooks, go to Sales. 
2. Click All Sales, then select any invoice or estimate you want to see the status.
3. From there, you can see the exact status of your invoice and estimates.

See the attached photos below for your reference.

Invoice Activity

Estimate Activity

Moreover, consider scanning this article as your guide on personalizing your sales forms inside QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Reply below for other questions about viewing your invoice and estimate activity in QBO. I'm always ready to help you. Have a good one!

Why would they change this?  Why did the changes they do make 4 times as much work.  This was a great feature we used all the time.  Why would you take something so easy and make 4 to 5 steps to see if they customer had viewed it?  The changes are so unnecessary. Somebody is getting paid too much to make things more difficult for the users. 

I totally agree. I used this function daily and now it's just GONE. Screenshots are very time consuming. Why would they change this?

QuickBooks team -- Your answers are not solving your customer's problem.  We used to be able to see multiple date and time stamps -- when the invoice was emailed, when the customer viewed the invoice (including if the customer viewed the invoice multiple times).

WHY WOULD YOU TAKE AWAY THIS FUNCTIONALITY????

I am looking at an invoice right now.  This invoice originally was sent to the customer multiple times.  The current view only shows us the LATEST DATE that the invoice was sent.  It DOES NOT show us the dates/times the customer viewed the invoice.

SO DISAPPOINTING.  This needs to be fixed.

Hi there, GardenerJ. Let me help you get back the functionality you need.

We understand how beneficial it is for your business. Rest assured that our engineers are continuously enhancing our product. With this, I'd recommend sending feedback so that it'll be included in the upcoming updates.

Here's how:

1. Go to the Gear icon, select Feedback.
2. Enter your comments or product suggestions. 
3. Then select Next to submit feedback.

Once submitted, you can track your feature request through QuickBooks Online Feature Requests website.

In addition, you can consider checking this article to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to come back to this thread if you have other invoice-related concerns in QuickBooks Online. The Community is here to assist you 24/7.

Why is this always the answer? No matter how many times people report the issue or give feedback nothing is done about it.

As a small business owner trying to grow their business you are adding more steps to the process which then costs US more time & money.

The solutions provided don't work. There is no popup. Why couldn't QB have just left it alone since it was working for everyone??? Now I can't see when my client viewed the invoice which is going to seriously impair my ability to collect payment in court.

I appreciate your efforts in trying all the suggested solutions in the Community, @colbyshelton. I want to assure you that your concerns are being taken seriously.

We've received similar cases about this issue. I suggest that you get in touch with our support team to be added to the list of affected users and receive updates via email.

To contact our support team, here's how:

1. Log in to your QBO account.
2. Click on Help (?) at the upper right corner of your screen.
3. Tap on Search, then select Contact Us.
4. Select a topic to connect with the right expert.
5. Choose how would you like to contact with QB support team.

• Via a Callback, where they’ll save you a spot and call you back.
• Via Chat, start a chat with our support.

As we work to resolve this issue, we will keep you updated on our progress. We appreciate your patience and understanding as we strive to optimize your experience with QuickBooks Online.

I've also included detailed resources about working with invoices which may come in handy moving forward:

• Manage invoices
• Recurring invoices overview
• Send invoice reminders automatically or manually

If you have any questions or concerns regarding QuickBooks Online, please do not hesitate to contact us at any time. We are always available to assist you.

I don't see where it says the invoice has been viewed in your screen shots. it says sent. This is a punishing failure. I used to call it my "lie detector" because I could tell if my clients were lying when they tried to tell me they never received my invoices. I would be able to reply, "hmm, my system shows it was sent on xx date and viewed that day. it also tells me it has been viewed 6 times in the last month"... 

How can Intuit possibly consider this an improvement?

I can see that having the feature to track your customer's invoice is needed for your business. Mtjorgo.

In the general process, you'll see the Viewed option once the invoice has been opened. 

But, once they have been paid, you'll only see the Opened and Paid option. 

However, if it's the invoice activity that won't show up, we can perform some troubleshooting steps to fix the issue. Often, if you run into these problems, this is about browser-related issues. We can perform some troubleshooting steps to fix the problem. Use the shortcut keys below to access a private window (incognito):

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N
• Microsoft Edge: Ctrl + Shift + P

When using incognito mode, this deletes cookies and browser history leaving your browser clean and easy to access any websites and error-free. After that, you can double-check if the option is already showing. If so, go to your main browser and clear the cache to fix the problem. Cached files and data can sometimes cause a webpage to reload. Also, some browsers have a setting that can cause a page to reload automatically. If it is still not working, you can switch to another supported browser.

On the other hand, if the status remains as opened or sent, even if the customer has already paid invoices, I recommend contacting our support team so they can double-check this and investigate further. They have the tools to pull up your account in a secure environment. 

Furthermore, learn how QuickBooks Payments allows you to add links to invoices so customers can pay online. I've added this article for more details: Take and Process Payments In QuickBooks Online and QuickBooks Payments. 

Please let me know in the comment section if you have any other concerns with invoices. I'll be around to help you. Take care always!