What's the document timeline? To help you manage sales invoices, within each invoice you can: - See when you created the invoice
- Check when you sent an invoice and if it's been delivered
- Find out when your customer read the email
- See when a customer paid an invoice and if it's paid in full
How to see the timeline - Go to Sales, then Sales Invoices.
- Find the invoice and select it to open it.
- The document timeline is in the top right.
What does each status mean? Hover over Created, Sent, Viewed and Paid on the document timeline to see more information. | Created | Shows the date and time you created the invoice. | | Sent | Sent as PDF – Shows when you print the invoice. If you then email the invoice, it will change to Emailed. Emailed – Shows the customer's email address, along with the date and time you sent the email, for each recipient listed in the To and CC fields. - Green – we've successfully sent at least one email
- Red – we've failed to deliver all emails
 TIP: Refresh this page to update the status.
| | Viewed | Shows the email address and date when the customer viewed the email. If tracking is important, clear the Include attachment check box in the email window. If your customer hides read receipts, the Viewed status won't update. This means your customer may have viewed the sales invoice even if the status hasn’t changed. To use the viewed status, email the invoice when you create it, or when you click into the individual invoice. You can't track the viewed status if you email it from the Sales Invoices page. | | Paid | The Paid status shows the date of the last payment recorded on the sales invoice. The colour of the pip indicates the payment status: - Green – Fully paid
- Light Orange – Part paid
- Dark Orange – Overdue
| If you need to change the email address you send the invoices from or want to customise the invoice, Set up defaults for your email messages.
Email History If you've sent your invoices to your customers, you can see the history of the email activity. This includes who you sent the email to, the time and date of delivery, and when the customer viewed the invoice. - Open the relevant Sales Invoice.
- Select Show email history.
 - Details of the email activity appear.
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