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 […]
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[firstname.lastname@example.org] From the home page screen > company gear (upper right corner) > settings > company > contact […]
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 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 […]