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Level 1

Where do I find email receipts of invoices sent to a customer

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?

7 Comments
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Level 1

Where do I find email receipts of invoices sent to a customer

I find numerous answers to this question for online but none for desktop. can it be determined with desktop versions (accountant 14) if an email has been sent. I saw a couple posts that said to open the document and click history, I don't have that option - only transaction history which says no payments on this invoice
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Level 1

Where do I find email receipts of invoices sent to a customer

My mistake - I finally searched help in the company file and found the following, which at least lets me know if I sent the invoice...
You can find out whether you already sent a particular form, for example, an invoice to a customer, by checking its transaction history.

If you use Outlook, Outlook Express, Thunderbird, or web mail, you can find the emails you sent in your Sent folder.

To do this task

Open the form you want to send.

At the top of the form, click the Reports tab.

Click Transaction History.

Check the information shown in the upper half of the Transaction History window.

If you sent the form, the date you sent it appears in the Sent Date field. If you sent it more than once, only the most recent send date appears.

The Send Method field shows how you sent it (for example, "Email").

If you selected the Email Later checkbox on the form but haven't sent it yet, "Pending" appears in the Sent Date field. To send the form, along with the others marked as "Email Later," choose File > Send Forms, and then click Send Now.

****If you see a message that no payment or transaction has occurred, you didn't send the email, nor did you select the Email Later checkbox. To send the form now, click the Email icon on the Main tab at the top of the form, and then click Send Now.
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Level 4

Where do I find email receipts of invoices sent to a customer

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!

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Level 1

Where do I find email receipts of invoices sent to a customer

I can not see an Activities header on my QB Online version nor can I see any information under the customers name at the top of the screen in the Invoice.  Is there something else I can try?
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Level 4

Where do I find email receipts of invoices sent to a customer

At the bottom of the invoice -- click on More > Audit History
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Level 1

Where do I find email receipts of invoices sent to a customer

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?

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Moderator

Where do I find email receipts of invoices sent to a customer

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.

 

Here's how:

 

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.

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