Hi peter122, You can view the status of an invoice in your Invoice section and under the Status column, you'll see if an invoice is Open (Viewed) if a customer has opened and viewed the invoice sent to them. Here's how you can check the status of an invoice in your QuickBooks Online. Click on the Sales tab.Click on All Sales, and locate the STATUS column to view the status of an invoice.If no Status column is showing, turn it on by clicking the small Settings Icon right above ACTION.Tick box for STATUS. You can also click on Filter to easily locate a transaction type like invoice, date range, and status. For more details about how to check the common status of invoices in QuickBooks Online, you can check this link Create invoices in QuickBooks Online and Track the status of invoices in the QuickBooks Online mobile app. Feel free to post again in the Community if you have more questions. I'll be around to help you!

Question

How can I see if a customer has viewed their invoice?

Forum|Forum|3 years ago
November 9, 2022
1 reply
7 views

No text available

QuickBooks Online

I

IntuitSheila

Level 4

Hi peter122,

You can view the status of an invoice in your Invoice section and under the Status column, you'll see if an invoice is Open (Viewed) if a customer has opened and viewed the invoice sent to them. Here's how you can check the status of an invoice in your QuickBooks Online.

Click on the Sales tab.
Click on All Sales, and locate the STATUS column to view the status of an invoice.
If no Status column is showing, turn it on by clicking the small Settings Icon right above ACTION.
Tick box for STATUS.

You can also click on Filter to easily locate a transaction type like invoice, date range, and status. For more details about how to check the common status of invoices in QuickBooks Online, you can check this link Create invoices in QuickBooks Online and Track the status of invoices in the QuickBooks Online mobile app.

Feel free to post again in the Community if you have more questions. I'll be around to help you!

L

lp_mi

This is NOT an answer... When an invoice says "sent" or "viewed", there is NO way to see who it was sent to and who it wasn't sent to or who viewed it. Quickbooks... PLEASE allow us to see the actual email we sent, who it was sent to and exactly which emailed recipient viewed/opened it! Thank you.

R

RCV

QuickBooks Team

Let me share some information about the statuses that you see on invoices, lp_mi.

The option to know who viewed the invoice after you sent it in the STATUS column is unavailable. The Sent status means you emailed the invoice to the customer while the Viewed one is your customer opened the invoice.

You can see who it was sent to in the customer column or by clicking the customer name. See the screenshot for your reference.

Also, invoices are marked as open, overdue, and paid. Open means that the invoice has an open balance but is not overdue. Paid means that the invoice is paid in full while overdue means that the invoice has an open balance and is past the due date (based on the terms you set for the invoice). Here are a few common statuses on invoices:

Open: the invoice has an open balance.
Not sent: you created the invoice but didn’t send it to the customer.
Sent: you emailed the invoice to the customer.
Viewed: your customer opened the invoice.
Partially paid: your customer made a partial payment
Paid: your customer paid the invoice in full.
Deposited: the bank deposit for the invoice payment is recorded in QuickBooks.
Not deposited: the invoice is paid, but the bank deposit isn’t recorded in QuickBooks.
Undelivered or Delivery error: the invoice was undelivered. Check the email address and resend from QuickBooks Online in your web browser.
Voided: the invoice was voided in QuickBooks.

I have links here if you need to run reports in QuickBooks Online:

You're always welcome to get back to me if you need further assistance with managing your invoices in QBO. I’ll be here to work with you again. Have a good one!

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