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Question

Is there a way to see a record of statements emailed to clients

  • July 1, 2026
  • 2 replies
  • 13 views

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I’d like to be able to see who I have emailed statements to after batch invoicing

2 replies

  • Community Manager
  • July 6, 2026

Hi There! 

Records of statements and invoices being email can be see in the Activity Log Report

Please note you must have Org Admin permissions to access this report. 


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  • Author
  • New Participant
  • July 6, 2026

thanks, that is helpful