About the document timelineTo help you manage sales invoices, within each invoice you can: - See when the invoice was created
- Check when the invoice was sent and if it's delivered
- Find out when an emailed invoice was read
- See when an invoice was paid and if it's paid in full
How to see the timeline- Go to Sales, then Sales Invoices.
- Find the invoice and select 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 or addresses and the date and time you sent the email for all email addresses in the To and CC lines of the email. - Green – at least one email has successfully sent
- Red – all emails have failed to deliver
 TIP: You may need to refresh this page to update this status.
| Viewed | Shows the email address and date when the customer viewed the email. If tracking is important, you can clear the Include attachment check box in the email window. If your customer’s email provider doesn’t confirm when they view emails, the Viewed status doesn’t update. This means your customer may have viewed the sales invoice even if the status hasn’t changed. To use the viewed status, you must email the invoice when you create it, or when you click into the individual invoice. It is not possible to track the viewed status if you email it from the Sales Invoices page. | Paid | 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 the invoices are sent from or need to add messages to the invoice, read set up defaults for your email messages >
Email HistoryIf 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, time and date it was delivered, 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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