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 […]

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 […]