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Replying to:
Rasa-LilaM
QuickBooks Team

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Thanks for following this thread, @JPohl.


In QuickBooks Desktop, we’re unable to provide a direct report that will show when an invoice was emailed to your customer. Alternatively, open the Sent folder for your email provider and check the date from there.


Aside from that, the Transaction History of the invoice will also display the date when you send it. Please know you’ll have to open the entry one at a time. I can help show the steps for you.

 

  1. Click the Customers menu at the top to select the Customer Center.
  2. Tap the Customers & Jobs tab to see the list of customers.
  3. From there, choose the appropriate customer to display the Transactions tab.
  4. Double-click on the invoice to view the complete details.
  5. Hit the Reports menu on the Invoice page.
  6. Then, press the Transaction History menu to check the information.
  7. The date when the invoice was emailed will show in the Sent Date section.email qbdt.png

For resources to easily perform customer tasks in QuickBooks, check out this link to access them: Self-help articles.

 

If you need further assistance performing any of these steps, click the Reply button and leave a comment. I’ll pop right back in to help. Wishing your business continued success.

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