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History and events

History and events of your documents

Updated over 3 months ago

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.
If the app recognizes that the document was opened, the status changes to Viewed.

History

You can see the exact date & time when a document has been sent or opened, when a payment has been added or removed in the History of the document.

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

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