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November 6, 2021
Solved

Where can I view the reminder invoices I sent to a client?

  • November 6, 2021
  • 1 reply
  • 56 views
Reminders for past due invoices are emailed out weekly. How do I prove this? Where is the record of this?
Best answer by jamespaul

Hello, vkarnofski. 

 

I'll show you how you can view the sent reminder invoices in QuickBooks. 

 

You can use the Audit log to prove that the reminder email has been sent. Simply go to the Gear icon, then select Audit log

 

Set the Date changed drop-down menu to when the reminders were emailed. Check the "Emailed" detail under EVENT.

 

Take note that the report will only show that the invoices were emailed. It won't specify details if it was a reminder email however. 

 

If you'd like to learn more about the Audit log, you can check this article: Use the audit log in QuickBooks Online

 

Do you have any invoices that were left unpaid and you can't collect the payments anymore? You can write them off as bad debts. Check this article if you need a guide: Write off bad debt in QuickBooks Online.

 

If you'd like to know more about handling invoices or any transactions in QuickBooks, please don't hesitate to leave a reply. I'll get back to you with the details and help you out. 

1 reply

jamespaulAnswer
Level 8
November 6, 2021

Hello, vkarnofski. 

 

I'll show you how you can view the sent reminder invoices in QuickBooks. 

 

You can use the Audit log to prove that the reminder email has been sent. Simply go to the Gear icon, then select Audit log

 

Set the Date changed drop-down menu to when the reminders were emailed. Check the "Emailed" detail under EVENT.

 

Take note that the report will only show that the invoices were emailed. It won't specify details if it was a reminder email however. 

 

If you'd like to learn more about the Audit log, you can check this article: Use the audit log in QuickBooks Online

 

Do you have any invoices that were left unpaid and you can't collect the payments anymore? You can write them off as bad debts. Check this article if you need a guide: Write off bad debt in QuickBooks Online.

 

If you'd like to know more about handling invoices or any transactions in QuickBooks, please don't hesitate to leave a reply. I'll get back to you with the details and help you out. 

November 7, 2021

Thanks very much!  This is exactly what I needed!

 

Vinessa

Level 8
November 7, 2021

You're most certainly welcome, @vkarnofski

 

Please know that you can reach out anytime you need a helping hand. We're always here for you. 
 
Take care and have a great day ahead!