Summary

Verifying invoice delivery is a crucial part of any business operation. It's not just about creating and sending them, but also making sure they actually get to the right people.


Recently, a customer told us that they used to get the confirmation in Notes that their invoices were sent, but those notes suddenly disappeared. So, in this article, we'll talk about few different ways you can get  a confirmation that customer actually received these emails sent through ServiceBox. 


Ensuring Invoice Delivery Confirmation

Ensure that the setting is configured to update Notes within ServiceBox:

  • Go to Settings -> Plan -> Features
  • Make sure that the checkbox "Add Note when emailing Quote, Work order, Invoice or Vendor Order" is checked
  • When this setting is tuned on, ServiceBox will add the Note saying that the email was sent.





Request Read Receipts:

To turn the read receipt on:

  • Go to Settings -> Invoices -> Email Setup
  • Make sure that the checkbox "Read Receipt" is checked
  • When this checkbox is checked, you will receive an email when customer reads the email sent through ServiceBox




Review Email Log Report:

  • Go to Reporting Section
  • Run "Email Log Report"



  • Pay attention to the "Latest State" column, as it provides valuable information about the email's journey.
    • 'Open' Status: If the "Latest State" displays 'Open,' it indicates that the recipient has opened the email. This is a strong indication that the email has been delivered and seen by the client.
    • 'Delivery' Status: If the "Latest State" displays 'Delivery,' it signifies that the recipient's email server has received the email. However, it's important to note that depending on the email server, the email may or may not make it to the recipient's inbox.


If you have any questions about this functionality please contact the Service Desk through the feedback button or to email [email protected].