How to see if your client opened an invoice

Steps

1. Send the invoice as a tracked link. See send as a link.
2. Open Dashboard and choose Invoices.
3. Read the status on the invoice’s row. Sent means no one has opened it. Viewed means the client has. The row can also show Partial, Overdue, Paid or Void.
4. Look for the small note on the row. It reads “Not opened yet” until the client opens the link, then “Viewed” with how long ago. Hover over it for the time of the first view.

If it still says Not opened yet

The client may have missed the message or the email may have landed in spam. Send a reminder, or share the link another way such as WhatsApp. See send payment reminders.

Quotes work the same way

Quotes use Sent and Viewed too, and add Accepted, Declined and Expired. The row offers Mark accepted and Mark declined for an answer you got outside the link.

Common problems

• It says Viewed but the client says they never saw it.

  Open tracking is not exact. Treat Viewed as a signal and follow up as usual.