How do I check if my customer has viewed the estimate/invoice that I’ve sent them?

To check if your customer has viewed the estimate/invoice you sent, you need to have client portal enabled for your customer.

Once your client views the estimate/invoice, an ‘eye’ icon will be shown next to the invoice/estimate denoting that the customer has viewed the estimate/invoice and will also be seen in the estimate/invoice window.

A history notification ‘Estimate viewed in portal’ or ‘Invoice Viewed in portal’ will also be available in the estimate/invoice window notifying you.

Viewed by Customer Notification

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