Track your sent documents from the Web Dashboard.
1. From your computer, log into the Web Dashboard.
2. Click on Invoices.
3. Here you can see your sent email status. The status will read Sent, Viewed, Opened or Paid.
Sent means that the document was sent.
Opened means the e-mail was opened.
Viewed means that the link in the e-mail was clicked on to view the invoice in the web browser.
Paid means that the invoice has been paid.
4. Click Sent Status. Here you will see the sent, opened, viewed, paid date and time.
NOTE: Download the latest version of the app.
Login to the App:
1. Tap on Invoice List.
2. Here you can see your sent email status.
S means that the document was sent.
O means the e-mail was opened.
V means that the link in the e-mail was clicked on to view the invoice in the web browser.
Pd means that the invoice has been paid.
3. Tap Send to email the invoice.
4. If needed, you can change the To email address here.
5. Add CC email address here.
6. Edit your outgoing signature here.
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