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How do I track invoice views?

ZipBooks lets you see when your invoices have been sent, viewed, and paid right from the list view.

To see the status of an invoice:

  1. Log into ZipBooks and click on Invoices at the top of your screen.
  2. A list of your invoices will appear. You’ll see the status of the invoice at the middle of each line. 
    1. Gray Draft – An invoice that has been created, but not yet sent to the customer.
    2. Blue Sent – An invoice that you’ve sent to your customer.
    3. Blue Viewed – Your customer has opened the email containing your invoice.
    4. Green Paid – Your customer has paid their invoice.

To see the status on each individual invoice, click on the one you need in the list. You’ll see the status as a tag across the top left corner of the invoice, along with a history of the invoice on the left side of your screen. You’ll see when it was created, each time it was edited, when a client opened it, and when any payments were made. 

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