Tracking invoices with the document timeline

Summary

How to track your invoices in Sage Accounting.

Once you've created a sales invoice, it's good to track their status to keep up to date.

Tracking their progress helps you monitor the status of each invoice you've created.

The document timeline will give you important insight into your sales invoices. Within each invoice, you can:

Find the invoice and select it to open it. The document timeline is in the top right.

Sales invoice page, with status bar highlighted.

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, with the date, time and recipient for the email you sent. 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 default email messages.

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.