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

If you’ve enabled the client portal for your business in Zoho Books and configured it for your customers, they can view their transactions with you by logging into the portal. This includes viewing and accepting/declining estimates as well as viewing invoices.

The client viewed estimates and invoices can be filtered for separate viewing,

  • Go to the estimate or invoice tab under Sales on the home page of Zoho Books.
  • Click on the drop down next to All estimates or All Invoices on the top left hand corner, and select Client-viewed.
  • You can now see only the estimates/invoices viewed by the client.

Alternatively, you can simply click on the particular estimate or invoice and check if it has been viewed by the client. A tiny eye icon on the right corner of the estimate/invoice page accompanying the words Viewed suggests that the client has viewed it.

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

Online accounting software
for small businesses.

Maybe Later