#ONLINE INVOICING FEATURE WITHIN QUICKBOOKS ONLINE HOW TO#

The Audit Log: What it is, how to use it.How to view transaction changes in the audit history.Moreover, you can also use the Audit log to check the activity history of all transactions.įor additional information I'm attaching some helpful articles you can check: Open the invoice and go to the Activities section found at the lower part of the invoice.Choose the name of the customer you want to view.Click Sales in the left navigation panel.To check the status of invoices sent via email on your QBO account, here’s what you'll need to do: It will show as Viewed in the STATUS column. The statuses are changed automatically once the customer received and opened the said invoices.

Once an invoice is sent, the system will recognize that it has been viewed by the customer. Let me help share addtional information about emailing invoices in QuickBooks Online (QBO).

#ONLINE INVOICING FEATURE WITHIN QUICKBOOKS ONLINE CODE#

Once this Activity log code is fixed, it will certainly be easier to follow the payment trail and protect cash flows! This should be an easy fix by QBO engineers as the IP address should dictate who specifically viewed the invoice. For example, if you are copied on the outbound invoice and it stays in your inbox or one of the Companies general AR inboxes, each time someone from your Company passes over it or specifically selects the invoice via their email, QBO logs that the Customer Viewed it. whoever is the recipient or is in the cc, or bcc field (could also be a group of individuals in a Company setting) and they select the Intuit-generated invoice, the Activities log states that the CUSTOMER Viewed the invoice - even if it was someone who sent the invoice from the Company. The issue is that the logs do not necessarily display accurate information - which leads to false positives for activities on getting paid. However, the function of Customer Viewed Invoice (which is very important to those managing AR) does not work effectively and is known technical issue by QBO Support. Why is this important to QBO users and executives who are responsible for managing their cash flow and customer collections? Because the Customer Viewed logs in Activities suggest that the Customer actually viewed the invoice and perhaps is taking action on this.

Online invoicing feature within quickbooks online