How can I check that an email invoice has been sent to a customer. Is there an email log?

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  • Updated 2 months ago
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Trent Cardwell

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Posted 2 months ago

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DFB

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Yes there is a log of all emails sent. Click on the Download Symbol and go to your Q: drive. Find the LOG folder and open it. All the log files are in there. Sort by date. Find the date you are after and then download that file. Hope this helps.
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Kevin Russell, Accredited Partner

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No. There isnt
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DFB

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yes there is...
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Data Rec, Employee

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DFB is correct, there actually is a log now available. (may have been available for quite a while)
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DFB

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By the way, the log file for email will be titled   "QBMailClient-date.log"
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Data Rec, Employee

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Hi Trent,

There is no built-in user accessible 'log' of the messages sent by the Hosted platform.

Consider adding your own email address in the CC field of the Customer record.



This will send a copy of any invoices you send out to your own email address.
In your email software, you can create rules to automatically place these in an email subfolder.

You can EXPORT your list of Customers to a IIF (text tab delimited) format.
Then open it in Excel.
Then locate the CC column header and add your email address there for each Customer record



Regards,

Data Recovery Team
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Data Rec, Employee

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Hi Trent,

User DFB is correct, there is actually a log file.

Use that in conjunction with the recommendation to add your company email address to the CC field of the customer record.

Example:



If you download that file to your computer and open it in a text editor or Excel you can see something like the example below.



Regards,

Data Recovery Team
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Data Rec, Employee

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Consider adding your own email address in the BCC field of the Invoice template.

In the Hosted application click on the menu bar:

Select Edit 
Select Preferences 
Then Send Forms 
Then Company Preferences
Then Bcc 




This will send a copy of any invoices you send out to your own email address.

In your email software, you can create rules to automatically place these in an email subfolder.
This will give you a copy of all the invoices that are sent out.

Regards,

Data Recovery Team
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Kevin Russell, Accredited Partner

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We had this discussion ten times already. That suggestion is false. It will not tell you if it has been delivered. Please FIX THIS
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Data Rec, Employee

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The suggestion is not false.
The log shows what has been sent.
Not what has been delivered.
This will likely require a different mechanism than email such as a web portal.
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Kevin Russell, Accredited Partner

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It's irrelevant if it is not delivered. We've had issues where it was sent to an undeliverable address and we didn't know. I use Outlook 2016. I can request a read receipt. The other software has this functionality built in. I wouldn't be so concerned but this has been an issue for years now. It should be fixed.

Regards
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Data Rec, Employee

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It is relevant to know what has been sent.
It is important to know to what email address the message was sent to and when.
Knowing it is actually delivered is also very important.
Some email clients can ignore 'read receipt request'.
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Kevin Russell, Accredited Partner

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The ONLY thing I care about is if it has been delivered. The system won't tell me.

Regards
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Data Rec, Employee

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There are 3rd party service providers who specialise in email delivery notification.

Google "Email Tracking Service" for one that may suit your requirements.
Some are even free for limited usage volumes


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Kevin Russell, Accredited Partner

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Hmmmm not the point Rav. This has been an issue for years. It should be fixed.

Regards
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Data Rec, Employee

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The point is sometimes you need to work with what you have
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Narky One

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Can't decide whether to call this head-in-the-sand, bloody-mindedness, or incompetence. In any case, it is plainly far far from adequate.