Categories
Customer Center Customers Invoice

Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?

Yes. To see which invoices were sent and viewed by clients:

From the home page screen

  • Left blue navigation bar
  • Click Transactions
  • Select Sales
  • Click Filter
  • Under Type select Invoices
  • Click Apply

Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent.
–  (Open Sent) labeled for recent Invoice payment not due yet
–  (Overdue Sent) labeled for invoice past payment due date
–  (Open view) labeled for invoice actual viewed by client
*In case STATUS column is blocked adjust column-width a bit.

You can click any actual invoice and under activities at bottom, sent and viewed (if viewed by client) will have date and time information.

Click on the screenshots below to enlarge them
sent viewed

sent activitites

sent viewed activities

 

You can also receive an emailed copy of each invoice you send out.

To do this:

  • Click the Company Gear Icon (upper right corner)
  • Select Company Settings
  • Select Sales
  • Click Messages
  • Check the box Email me a copy
  • Save

 

#QuickBooks Online

 

Categories
Company Settings

How do I edit preferences with the new company settings? I need to change my default email that goes out with invoices.

Default for sending out email is always the same* which you cannot change it. What you can change is reply-to email address of your own for customers, different than regular company email address.

      *default email address from Intuit[donotreply@intuit.com]

From the home page screen > company gear (upper right corner) > settings > company > contact info > add customer email (this is where you add email different from the company email address).

customer email setting
customer email setting

email sender address

email invoice link


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Categories
Company Gear Company Settings Invoice Sales

How to change messages greeting appear on customer invoices in new QuickBooks Online?

You can remove or make changes to messages greeting that appear on Customer Invoices in new QuickBooks Online. You will need to change company settings.

From the home page screen

  • Select the Company “Gear” (upper-right-corner)
  • Select “Sales”
  • Select “Messages”
  • Select Default email message sent with sales forms. Uncheck “Use greeting” or make appropriate changes. It can also make changes to default message shown on sales forms.
  • See attached screenshot photo for reference.
Messages greeting
Messages greeting
Categories
Company Settings Customer Center Customers Settings Statement

I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?

From the Homepage screen

      Click “+” sign (top middle)
      Select “Statement” under Other header
Statement
Statement

How to email statement to a customer?

      Select “Edit” under Delivery Method column
      Default could be “None” 
      Select “Email” from the pop up screen and follow the instructions
      Select “Create/Send Selected Statements” button
      It will send email and will end with “Statements Created” message report.
Statement Delivery Method
Statement Delivery Method
Statement Choose Type
Statement Choose Type
Statement Delivery Email
Statement Delivery Email
Statement Created
Statement Created