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paml1
Level 1

How can I view a record of emails ie invoices that I have sent to my customers.

I sometimes have to resend emails as proof of having sent them

Solved
Best answer September 26, 2019

Best Answers
ReaM
QuickBooks Team

How can I view a record of emails ie invoices that I have sent to my customers.

Hello there, paml,

Let's pull up the Audit Log report so you can view the emails you've sent to your customers.

The Audit Log serves as an audit trail that lets you see exactly what changes were made, and who made them. It maintains a log of each financial transaction as it is added, changed, or deleted. 

To access, here's how:

  1. Go to the Gear icon, then choose Audit Log under Tools.
  2. Select the Filter button.
  3. Choose the appropriate UserDate, or Events filter to narrow the results.
  4. Under Events section, click the radio button beside Show only these events, then check the box beside Transactions.
  5. Click Apply.

Audit Log will display all the transactions made on the account based on the filtered date. 

Once done, locate the invoice you've sent, then click the View hyperlink to check the status of the email. If it's successfully sent, there'll be no error displayed beside Delivery Error section. If it's unsuccessfully sent, then there'll be a "Bounced Email" status displayed beside it. (Please see screenshots below for reference)

For additional information, you can go through this article: The Audit Log What it is, How to Use It.

Please don't hesitate to leave a comment if you have further concerns about tracking the emails sent to your customers in QuickBooks. I'm just around if you need help.

View solution in original post

11 Comments 11
ReaM
QuickBooks Team

How can I view a record of emails ie invoices that I have sent to my customers.

Hello there, paml,

Let's pull up the Audit Log report so you can view the emails you've sent to your customers.

The Audit Log serves as an audit trail that lets you see exactly what changes were made, and who made them. It maintains a log of each financial transaction as it is added, changed, or deleted. 

To access, here's how:

  1. Go to the Gear icon, then choose Audit Log under Tools.
  2. Select the Filter button.
  3. Choose the appropriate UserDate, or Events filter to narrow the results.
  4. Under Events section, click the radio button beside Show only these events, then check the box beside Transactions.
  5. Click Apply.

Audit Log will display all the transactions made on the account based on the filtered date. 

Once done, locate the invoice you've sent, then click the View hyperlink to check the status of the email. If it's successfully sent, there'll be no error displayed beside Delivery Error section. If it's unsuccessfully sent, then there'll be a "Bounced Email" status displayed beside it. (Please see screenshots below for reference)

For additional information, you can go through this article: The Audit Log What it is, How to Use It.

Please don't hesitate to leave a comment if you have further concerns about tracking the emails sent to your customers in QuickBooks. I'm just around if you need help.

View solution in original post

lisageigerrr
Level 1

How can I view a record of emails ie invoices that I have sent to my customers.

How does one view the customized email that was sent along with the invoice?

MaryLandT
Moderator

How can I view a record of emails ie invoices that I have sent to my customers.

Hi there, lisageigerrr,

 

The option to view the customized email used when you sent the invoice isn't available in QuickBooks Online.

 

The Audit Log feature mentioned by my colleague above is where you can see complete details of the invoice. It tracks:

It also tracks:

  • The date of any change to your books
  • The name of the user who made the change
  • The type of change or event
  • The name of any customer or vendor related to the change
  • Any original transaction date and amount.

You can refer to this article for more details, Learn about the audit log. It includes instructions and a quick video tutorial.

 

Check out the sending of invoices to find out the different ways of performing this in QuickBooks Online.

 

If there's anything else you need, don't hesitate to leave a comment below. I'm always around to help you out.

DanteFerrigno
Level 1

How can I view a record of emails ie invoices that I have sent to my customers.

What about a report summary sent via email thru Quickbooks to my bank?  I don't see it in my sent folder on my ISP's webmail site for the email we used.

JasroV
QuickBooks Team

How can I view a record of emails ie invoices that I have sent to my customers.

Hello  there, @DanteFerrigno.

 

You'll want to save the report as a pdf. file and attach it to the email you sent. This way, you'll be able to track the reports you sent via email. Let me show you how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Reports menu.
  2. Search and open the report you want to send.
  3. Click the Email icon to open the print preview page.
  4. Select Save as PDF.

Once done, attach the pdf file to the email. You might also want to check this article that provides detailed information on how you can personalise your invoice: Add, customise, or remove logos on sales forms.

 

Please know you're always welcome to post here anytime you have other concerns. I'm always around to help. Keep safe!

jriley1414
Level 3

How can I view a record of emails ie invoices that I have sent to my customers.

Is there a way to view invoices emailed in Quick Books desktop?

 

Thank you!

JenoP
QuickBooks Team

How can I view a record of emails ie invoices that I have sent to my customers.

I'll help with your question about email audits, jriley1414.

 

QuickBooks Desktop keeps a list of all emails that were sent from QuickBooks. Here's how to access it:

 

  1. Go to the Customer Center.
  2. Select the name of the customer and click on it.
  3. Under the Customer Information section, then proceed to the Sent Email tab.
  4. Double-click on each invoice to open the transaction.

 

sent email.PNG

 

 

Don't hesitate to join us again in the Community if you need anything else. We're always here to make sure that your QuickBooks-related questions are all sorted out.

jriley1414
Level 3

How can I view a record of emails ie invoices that I have sent to my customers.

Hi!

 

There is no customer information section; there is a section called customer snapshot. Is that what you are referring to? I looked in that section and there is no info on emails sent. In their regular customer card there are places for account #, print name on check as, terms, etc.

 

 

jriley1414
Level 3

How can I view a record of emails ie invoices that I have sent to my customers.

Hi,

 

I do not see the customer section you are referring to; there is a section called customer snapshot and there is no audit trail for emails. When you double-click on the customer, their card pops up with tabs for payment info, account #, terms, etc. Nothing in as far as finding statements or invoices that were sent via email.

AlexV
QuickBooks Team

How can I view a record of emails ie invoices that I have sent to my customers.

Hello jriley1414!

 

Thanks for the reply. Allow me to help you with the sent invoices.

 

Customer snapshot is separate from the Sent Email section. When you click the Customers menu, make sure to select Customer Center. Then, click the customer's name and you'll see the Sent Email tab.

 

Please refer to this screenshot:Capture.PNG

 

You'll want to update your QuickBooks Desktop to ensure that you have the latest features and fixes.

 

Comment again here if you need more help with this. Thanks!

 

 

Grr22
Level 1

How can I view a record of emails ie invoices that I have sent to my customers.

I can’t like your response enough, thank you!