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Everything you need to know about banking in QuickBooks Online - Discover more
hilary_wharrie
Level 1

New to QB online. I have to create an invoice to save as a "delivery/picking note" for the warehouse How can I check I've sent the priced invoice to customer via email?

 
1 REPLY 1
BettyJaneB
QuickBooks Team

New to QB online. I have to create an invoice to save as a "delivery/picking note" for the warehouse How can I check I've sent the priced invoice to customer via email?

Hi there, @hilary_wharrie.

 

I have some information to share on how you can check the priced invoice that you sent to your customer.

 

If you've already created the delivery notes, you can now send it along with the invoice that you made. 

 

When it comes to checking the sent invoices to your customers, there isn't a way to retrieve nor look back at the emails you sent from QuickBooks Online. However, you can activate the Email me a copy feature to receive your copy of the emailed transaction moving forward.

Here's how:

  1. Click the Gear icon in the upper right corner.
  2. From the Your Company column, choose Account and Settings.
  3. Select the Sales tab on the left.
  4. In the Messages section, click the Edit icon (pencil image).
  5. Put a checkmark in the Email me a copy at [your email address] box.
  6. Click Save and Done once you're through.

Additionally, QuickBooks constantly finding new ways to make sure that your product meets your business needs. I'd encourage you to visit our QuickBooks Blog to be updated with our recent news and updates including our innovations.

 

Please let me know if you have any other questions concerning QuickBooks, I'm always here to help. Have a wonderful day!

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