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Verify that a QuickBooks invoice was emailed and read by recipient

There may be occasions when you need to verify that an Invoice was emailed to one of your customers.

You may also want to receive a read receipt when you email an invoice.

Detailed instructions
  • Before proceeding with any of the other steps, you should confirm that you have the correct email address for your customer:
    1. Go to the Customer Center and double-click on the customer to edit the information.
    2. In the Address Info tab, verify that the email address for the customer is accurate and formatted correctly.
  • To view the history for a specific invoice:
    1. Open the Invoice in QuickBooks.
    2. Select History (at the top of the Invoice tool bar). You should see the status of sent date and send method (email).
      • Note: In QuickBooks 2014 you can click on the Email tab in the Customer Center.
    3. If there is no status, go to File, then select Send Forms.
    4. If you see that unsent emails are accumulating here, select any or all that need to be sent, then click Send Now.
  • To view the history for multiple invoices, enable the necessary preferences:
    1. Go to Edit Preferences
    2. Select My Preferences, then select Send Forms.
    3. Under Send e-mail using, check to see if you are sending forms via Web Mail, Outlook, or QuickBooks email (a subscription-based service).
      • If you are sending emails through the QuickBooks email:
        1. Go to Edit, Preferences, Send Forms.
        2. Select Company Preferences
        3. Type your own email address in the BCC: (Blind Carbon Copy) field.
        4. This will send a copy of any form you email to you as well as the other recipient(s). If you get the copy and the recipients email address of record is correct, then this should indicate that email has been sent from QuickBooks.
      • If you are using Outlook or Web mail:
        • A copy of any sent mail should be in your Sent folder.
        • There should be no need to perform any other steps to verify that the invoice was emailed, however you should still verify that you have the correct email address for your customer to ensure that they can receive the email.
  • Important: Regardless of how you select to send your forms, you should check with your customers and ensure that emailed invoices are not being routed to their Spam or Junk Mail folder inadvertently.

  • Some email programs have an option for read receipts.
    • If you use Microsoft Outlook, Outlook Express, or another email program supported by QuickBooks, you can enable your email program's read receipt option.
      • Note: If you have not set QuickBooks to use your email program, you'll need to enable that preference.
        1. Click on the Email button at the top of the invoice.
        2. In your program's email window you can use the Options to create a Delivery and Read Receipt option.
    • If you use webmail or another email program, check to see if it supports read receipts and enable that option.
KB ID# HOW13371
8/28/2016 12:06:26 AM
PPRDQSSWS400 9132 Pro 2016 5d3927