When I send an invoice to a customer via email through QB, is there a copy of this email stored somewhere? Like a sent box or a report?
Hey there, rachelbarrett912!
You'll be happy to know that you can absolutely get a record of that email that was sent to your customer through QuickBooks Online! It's actually really easy :) You'll want to start out by bringing up the actual invoice that you had emailed out. A fast way to get to it would be to click Customers on the left, click your customer's name, and then choose the Invoice from the list of transactions. You can see the date and time of the last send at the very top, under your customer's name. However, I want you to scroll all the way down to the very bottom. You should see the text you sent at the bottom of the screen, under the Activities header! Awesome!
Hope this helps you get you where you wanted to be, rachelbarrett912!
I also am currently looking an at an invoice where I cannot see anything under the activities header at the bottom.
But on a different user I AM able to see the activity. I cannot for the life of me figure out what the setting is that is making it so one user can see the activity and one user cannot. Can you please help?
Hello there, @bchjager.
Thanks for reaching out to us here in the Community. I'm here to help make sure that you're able to see the activities on an invoice in QuickBooks Online (QBO).
I tried on my end, and I was able to see the activities on a specific invoice. I also check if there's an ongoing issue about activity, but there isn't currently one. In this case, let's perform some troubleshooting that can help isolate this issue.
To start off, try using the incognito or private browsing mode. Your browser's settings or old cache might have caused this unexpected behavior while using QBO.
Press the Ctrl + Shift + N (Google Chrome) keys on your keyboard.
If it works in Incognito Window, go back to your regular browser and perform clear cache to remove temporary internet files on your computer. Check out this article for more information: https://community.intuit.com/articles/1145697.
That should do it! But if you're getting the same results, please let me know right away so we can try other steps to get working. I'll be here to help you out.