Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
KayePe
QuickBooks Team

Reply to message

Hello there, @WCS -Lou. Let me share information on how to view the activity of an invoice and estimates you sent to your customers. 

 

Knowing the inside activity of the sent sales forms is essential when running a business. It will make sure that our customers already received or paid for it. Let me assist you with the process of viewing the status of your sales forms in QuickBooks Online (QBO):

 

  1. In your QuickBooks, go to Sales
  2. Click All Sales, then select any invoice or estimate you want to see the status.
  3. From there, you can see the exact status of your invoice and estimates.

 

See the attached photos below for your reference.

 

Invoice Activity

Capture 9.PNG

 

Estimate Activity

Capture 6.PNG

 

Moreover, consider scanning this article as your guide on personalizing your sales forms inside QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Reply below for other questions about viewing your invoice and estimate activity in QBO. I'm always ready to help you. Have a good one!

Need to get in touch?

Contact us