See what happened to a quote or invoice

Check when a quote or invoice was sent, opened, viewed, approved or paid, stop a send that has not gone out yet, and look back at earlier saved versions.

In the sidebar, open Sales & Billing, then Quotes or Invoices, and open one from the list. Its own page shows the document; the history opens in a panel whose page address ends in /activity, or /history for saved versions.

Steps

1. Open the actions menu (the three dots at the top), press See more, and choose Activity. The Manage panel opens at its first section.
2. Read the section's heading. It starts with Status and says where the document is now.
3. Read the row of chips under it. Each is a step the document has reached, such as sent, opened, viewed, approved or paid. Press View activity details for every step with its date and time.
4. Look under Queued deliveries. An email or text that has not gone out yet is listed with who it is for. Press Cancel queued delivery to stop it; the record of it is kept.
5. Press History under the timeline, or scroll to Saved history and versions, to see each saved edit and each earlier version. Press View on a version to open it as it was.
6. Choose Hide activity from the actions menu, or close the panel, to return to the document.

What you see

• Under the timeline, Open sharing (on a quote) or Open delivery (on an invoice) opens the send screen. On an invoice with a balance, a payment button opens the payment window.
• Record overview shows Balance due (invoices) or Document total (quotes), Delivery, Version and Edit policy, which says whether the document can still be changed in place.
• On an invoice, Status notes under the header give short reminders, such as the customer having viewed an invoice that is still unpaid.
• Further down the document's own page, Quote checklists or Invoice checklists hold any review or closeout checklists run on it.

If something looks different

• Queued deliveries reads No queued deliveries.: everything you sent has already gone out, or nothing was sent. Cancel queued delivery only shows when your role can cancel sends.
• Saved history and versions is empty: nothing has been saved since the document was created.
• The timeline says the quote or invoice is still a draft: nothing has been sent yet. See Send a quote or Create an invoice.
• The customer says they never got it: check the chips for a failed send, then send it again from Open delivery or Open sharing.

Open Invoices