How to see when an invoice is sent
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kazual90
Member ✭✭
Good morning and thank you in advance 
Before this new subscription Quicken, I use to send invoices through email (would pdf them, save them in the clients folders and send through outlook.) At least that way I could track when I sent and when to send reminders, etc. The new invoicing, I think is a cool concept, you can send the actual pdf invoice through email with just one click, bam, sent! Works great. (I also put XXX in the PO to show it was not sent, for my info and then take out the XXX or put in a PO when it's sent). There are some invoices that do not have the XXX in the PO but not 100% it was sent.
HERE IS MY QUESTION! Is there a way to track that it was sent? It does not go into your mail, obviously. Is there a 'sent invoice' part of the subscription Home and Business Quicken?
THANK YOU!!!
Before this new subscription Quicken, I use to send invoices through email (would pdf them, save them in the clients folders and send through outlook.) At least that way I could track when I sent and when to send reminders, etc. The new invoicing, I think is a cool concept, you can send the actual pdf invoice through email with just one click, bam, sent! Works great. (I also put XXX in the PO to show it was not sent, for my info and then take out the XXX or put in a PO when it's sent). There are some invoices that do not have the XXX in the PO but not 100% it was sent.
HERE IS MY QUESTION! Is there a way to track that it was sent? It does not go into your mail, obviously. Is there a 'sent invoice' part of the subscription Home and Business Quicken?
THANK YOU!!!
0
Answers
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I would suggest CCing yourself on the invoice.Quicken Subscription HBRP - Windows 100
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hahahaha...DUH!!!! Thank you! Never even thought of that!0
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but in the MEANTIME until my smartness starts up...is there a way to look back to see the most recent invoice 'sends'?0
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Not that I'm aware of.Quicken Subscription HBRP - Windows 100
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okay, thanks. 0
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