Monitoring Invoice Emails

Is there any way to get a report of invoices in which the invoice email has been sent, as opposed to invoices where the email has not been sent yet?

Hey Regis,

There is a filter on the ‘invoice list report’ that you can set to indicate whether an invoice email has been sent or not. If you run the invoice list report /invoice/list_new click ‘More Options’ on the header of the invoice list report.

Select the dropdown for filter ‘Sent/Unsent’ and select ‘printed/emailed’ to see if an invoice has been printed & emailed. Select Auto to see any invoice emails that have been ‘auto-sent’ (if a customer has invoice notifications set up).

Change that filter status to ‘unsent’ to see any invoices that haven’t had the invoice emailed yet. You can also set the ‘sent/unsent’ filter to manually emailed only to see a list of invoices that have had the invoice email manually sent.

Let me know if you have any additional questions.
Thanks,
Cetec ERP Support

That worked! Thanks!

@regisphilbin

No problem Regis! I’ll be closing this thread - if you have any additional questions please open another forum post.

Thanks!
Cetec ERP Support