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May 30, 2019
Question

Hi, I am wanting to see all the emails sent to a particular customer especially statements. How do I do this?

  • May 30, 2019
  • 1 reply
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1 reply

Level 9
May 30, 2019

Hello contact15,

 

You can use the Audit Log file to see the emailed statements. Let me help you with the steps.

  1. Click Gear.
  2. Click Audit Log.
  3. Click the Filter drop-down. Then, choose All Users under User and edit the Date.
  4. Mark the Statements box.
  5. Click Apply.

You can read the details in this article: The Audit Log: What it is, how to use it.

 

Alternatively, if you have set up the carbon copy (Cc) and blind carbon copy (Bcc) in your email, you can check the statements from your email.

 

This article is also a good reference: Email or print multiple invoices and sales forms.

 

Please know that you can always post anytime if you have questions. We're always here to help.