Reminder History

pcra-pa
Contributor
Contributor

I "batch" sent out a group of reminders to people that haven't yet paid their invoice.  Is there way to see a history of the reminders:  date sent, to whom they were sent, and the message that was included?  Thank you!

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2 REPLIES 2

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@pcra-pa 

 

I don't know if the following will export reminder history but you could see if it does. If not, then I don't believe there is a way to do it other than going into each reminded invoice and check it's invoice history.

 

Download a report of invoices

On the Manage Invoices page, you can download a report of all your invoice details by clicking Download at the top right of the invoice table. If you would like to download only paid invoices (including payments through PayPal and manual payments), you can first choose the Paid filter and then click on the Download link.

 

 


Kudos & Solved are greatly appreciated. 🙂
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pcra-pa
Contributor
Contributor

Thank you for the reply!  Unfortunately, when you Download the from the Manage History page, the download report does not include anything about reminders.  I wish it would tell you the date on whcih reminders were sent, and include the personal message that was included with each reminder.  Any suggestions on how to resurrect this information would be sincerely appreciated!   

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