Sometimes it can be helpful to know when an invoice or sales receipt was sent and to whom. You can leverage QuickBooks' extensive audit log to dig into a transaction's history. Sometimes great data can be the answer to the inevitable claim, "You never sent that invoice to me!"
Access Audit History
To access a transaction's audit history:
Open the transaction in QuickBooks
Click on the "More" link at the very bottom, towards the center of the screen.
Click on "Audit History"
Expand a particular date & time by clicking on it.
Information Available within Audit History
Some of the most helpful information available in the audit history of an invoice or sales receipt includes:
Sent: whether the transaction has been sent
Last Sent: date & time last sent
Delivery Error: Notification if there was a problem delivering the invoice via email
Printed: The transaction's print status (Remember that QuickBooks and Novi treat printing transactions differently. QuickBooks has a concept of "to be printed" while Novi looks at whether a transaction was actually printed.)
Tip: In Novi, you can also see the Last Sent Date via a column in the Accounting > Transactions section. Keep in mind that this information does not differentiate if a transaction was sent via Novi AMS or QuickBooks Online.