cancel
Turn on suggestions
Showing results for 
Search instead for 
Did you mean: 
Announcements
Help us improve your self help experience. We'll donate $1 to WHO for every completed survey. Complete the survey now.
paml1
Level 1
posted
‎September 26, 2019 05:05 PM
last updated ‎September 26, 2019 5:05 PM

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
Reply
Best answer September 26, 2019
Solved

Best Answers
ReaM
QuickBooks Team
QuickBooks Team
‎September 26, 2019 05:05 PM

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 User, Date, 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

Reply
5 Comments
ReaM
QuickBooks Team
QuickBooks Team
‎September 26, 2019 05:05 PM

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 User, Date, 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

Reply
lisageigerrr
Level 1
‎January 02, 2020 01:54 PM

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?

Reply
MaryLandT
QuickBooks Team
QuickBooks Team
‎January 02, 2020 05:32 PM

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.

Reply
DanteFerrigno
Level 1
‎April 16, 2020 10:14 AM

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.

Reply
JasroV
QuickBooks Team
QuickBooks Team
‎April 16, 2020 12:07 PM

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!

Reply
Top