Billdu displays when an invoice was sent, viewed or paid, or when an estimate/quote has been accepted.
You can also receive notifications about such events.
MOBILE APP
When you send, share, print or export a document the status changes to Sent. To check client activity: 1. Enable notifications in your mobile app settings to receive alerts when a client views an estimate or invoice. 2. Open the estimate or invoice in the app. 3. Navigate to the History section to see a timeline of actions, including when the document was viewed.If the app recognizes that the document was opened, the status changes to Viewed.
History
You can see the exact date and time when a document has been sent or opened, when a payment has been added or removed, and other critical events in the History section of the document. This section provides a detailed timeline of actions, helping you track client interactions effectively.
WEBSITE
In the column Status you can see whether your invoice has been sent or if it has been viewed by your client.
History
The timeline displays the most critical events. Preview a document and scroll down. The timeline display essential events such as:
creation date
when a payment was added/removed
when the invoice got overdue and estimate not valid
when and to whom an email has been sent and when it was opened
which document was created from the current document
How it works and limitations
Billdu tries to detect if your customers opened a document, however they are some limitation
Status changes to Sent when you send or share the document using the Send button
Status changes to Viewed when your customer opens an email* or an online link
Status changes to Sent when you export the document (PDF, mass export) and shows it was exported in History
* Status won't change to Viewed, when you send a document with your own mail app and customer's email blocks tracking pixels
* Status won't change to Viewed when your client opens a PDF file