How to see if an Invoice has been sent in QBO

Is there no longer a way to tell if an invoice has been sent to the customer and when the last date it was sent was?

7 Comments 7 QuickBooks Team ‎September 15, 2023 02:08 PM

How to see if an Invoice has been sent in QBO

Thank you for visiting the Community, @Marilyn.

Let me share some details about tracking a sent invoice to a customer and tell when it was last sent.

Currently, you'll need to manually check and open the emails you've sent to a customer to see whether they have received an invoice. Let me guide you through these steps:

  1. On the left navigation panel, click on Sales.
  2. Click on Invoices.
  3. Select any customer that you want to track.
  4. On the right corner, you'll see the pop-up window
  5. On the pop-up window, you'll see the invoice activity and the last date sent.

You can also record invoice payments in QuickBooks Online if the customer wants to record payments to connect it to their invoice to balance your account.

If you need any assistance regarding this issue, feel free to comment below. We'd be happy to assist you.

‎September 20, 2023 12:22 PM

How to see if an Invoice has been sent in QBO

The recent change to invoice list view is decidedly a downgrade. Knowing when each invoice was sent out, which also lets you quickly decide if a reminder needs to be sent, was incredibly valuable. The "solution" you provided is not a solution at all, and will significantly increase the amount of time needed to send out invoice reminders.

Also, from what I can tell, this information is also not available in the invoice report, which might have been a reasonable work around.

PLEASE RESTORE THIS FUNCTIONALITY.

QuickBooks Team ‎September 20, 2023 03:09 PM

How to see if an Invoice has been sent in QBO

I can see how the last function benefits how you manage your invoice. Recent changes, especially when a feature is removed, can affect how we use the program.

I'd like to lay down some information about how we can see if an invoice is sent in QBO.

I see that you are using a Modern view for the Invoice list report, which doesn't have the Sent column, as you've noticed.

We'll want to switch to the Classic view to add the Sent column to the report.

If you need help with the navigation, we'll want to follow these steps:

  1. On the Invoice List report, click the Switch to Classic view button.
  2. Click Customize .
  3. Expand the Rows/Columns section.
  4. Click Change columns and tick the Sent box.
  5. Click Run reports .

Although, we want to hear your thoughts and suggestions about the Modern view option. If you need those classic columns on the new interface, we can send feedback to our developers.

If you haven't already done it yet, here's how to do it:

  1. Click the Gear icon.
  2. Select Feedback .
  3. Enter your comments, then hit Next to submit your feedback.

If you need help recording your invoice payments, we can take a look at this article as a guide: Record invoice payments in QuickBooks Online

Let us know if you have more questions about invoicing or running reports.

‎January 29, 2024 08:18 AM

How to see if an Invoice has been sent in QBO

Would like to second this from @stuartwi

Very unhelpful removing this.

And 'Feedback’ buttons suggested does not work (Firefox MacOS Sonoma)

QuickBooks Team ‎January 29, 2024 09:10 AM

How to see if an Invoice has been sent in QBO

Hi there, Garret.

I understand the relevance of the Feedback button on your end to send suggestions to our product engineering teams in QuickBooks Online (QBO).

Since you’re experiencing this issue, I recommend performing troubleshooting steps to help resolve this issue. Let’s start by logging in to your QuickBooks Online account using a private or incognito browser.

You can use these keyboard shortcuts below:

  1. Google Chrome : Ctrl + Shift + N
  2. Safari 11 or newer : ⌘ + Shift + N
  3. Mozilla Firefox : Ctrl + Shift + P
  4. Microsoft Edge : Ctrl + Shift + N

From there, check if the Feedback button already works in your QBO. If it works, return to your regular browser and clear its cache . Clearing your cache helps clean up browser cookies that block web pages from loading.

Additionally, check this article out if you want to learn about personalizing your reports in QBO: Customize reports in QuickBooks Online.

Feel free to leave a comment if you have any additional QBO-related questions. I'm always available to assist you.