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Replying to:
Ethel_A
QuickBooks Team

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Hello there, @radar-9628.


I understand how important it is to view the invoices sent in QuickBooks Desktop. Let me share with you the steps on how to track and verify the invoices sent.

 

Here's how:

 

For a specific invoice

  1. Open the invoice.
  2. From the invoice toolbar, go to the Reports tab, then select Transaction History.
  3. Under Invoice Information, check Sent Date and Send Method.
  4. If there's no status, the invoice may have been tagged for Email Later. Go to the QuickBooks File menu, then select Send Forms to see if there are invoices in the email queue.
  5. Select any or all that you need to send, then select Send Now.

For multiple invoices

To view the history for multiple invoices, enable the necessary preferences.

  1. From the Edit menu, select Preferences.
  2. On the left pane, choose to Send Forms, then go to the My Preferences tab.
  3. On the Send e-mail using section, check to see if you are sending forms via WebMail, Outlook, or QuickBooks email (a subscription-based service).

    If you are sending emails through the QuickBooks email:
    1. A copy of any sent mail should be in your Sent folder.
    2. Except for verifying that you have the correct email address for your customer to ensure that they can receive the email, there is no need to perform any other steps.
    1. Go to the Company Preferences tab.
    2. Type your own email address in the BCC: (Blind Carbon Copy) field to send a copy of any form you email to you as well as the other recipient(s).
    3. If you get the copy and the recipient's email address of record is correct, this indicates that the email has been sent from QuickBooks.

    If you are using Outlook or Webmail:

Important: The Sent Email tab added in the Customer Information lets you see a history of the transactions you have successfully emailed to a customer from within QuickBooks using QuickBooks email or WebMail. Always check with your customers and ensure that emailed invoices are not being routed to their Spam or Junk Mail folder inadvertently.

 

I'd also recommend you check on how to verify that an invoice was emailed and read by the recipient.

 

Get back to me if you have any additional questions about emailing invoices. I'm just a post away.

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