Print or Email Send History

Posted on 2011-05-06
Last Modified: 2012-08-13
QB has an invoice creation date but sometimes we have delays in sending the invoice. I would like to know how and where to report on when an invoice was either printed or emailed.

So, invoice created on 1/1/11 but only sent on 1/15/11. Or they were actually printed or emailed on 1/1/11 and a customer is saying that they never received it.

This helps, of course, with customer service.

Thanks in advance!
Question by:WarpFactor
    LVL 89

    Accepted Solution

    You can look in the Customer Balance Detail report in Reports -> Customers and Receivables.

    Open that report, pick a recent month or the current fiscal year. Then see the Modify Tab in the report and click on it. In the Display Tab, pick (select) Entered/Last Modified and print the report.

    The Entered/Last Modified date is the date you last did anything with it, so that is the date of printing it, if you printed it some days after you entered it.

    That will have be the date emailed as well, and then your email tool (nominally Outlook) will have a record of the send date.

    The Entered/Last Modified date is a a generic date holder that records the date someone changed the invoice (print and email are changes) and saved it. There is no special email or print history in the ledger.

    ... Thinkpads_User
    LVL 11

    Assisted Solution

    I know it would be an extra step or two, but have you considered just adding an extra field to the template to enter the e-mail/print date?

    Author Comment

    Thanks for the answers, guys!
    LVL 89

    Expert Comment

    by:John Hurst
    Thank you, and good luck going forward. .... Thinkpads_User

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