How do I see which invoices customers have not opened?

Problem

Invoices are sent to customers via email but there is no visible field showing if customers opened them. You need to identify unopened invoices to send physical mail copies.

Solution

Workflow Summary

Use the Email Delivery Status report to track invoice opens. Filter by invoice and check the opened column

Run the Email Delivery Status report

1. Go to Reports in the main navigation menu.

2. Use the Search field to search for Email Delivery Status.
   

3. On the Email Delivery Status report that opens, set the Email From Date - Email To Date filter to select your report timeframe. Then click Run Report.

4. In the Emailed Item column, click Filter .

5. Under the first Contains field, type in Invoice. Then click Filter.
   

6. The report results will update, displaying all emailed invoices.

7. In the Email Status column, click Filter .

8. Click the first Contains field, then select Does not contain and type in Opened in the field below. Then click Filter.
   

9. The report results will update, displaying all emailed invoices that have not been viewed by the customer.