Many customers have been requesting a way to see if their clients ever login to the system to view invoices that have been sent. We all know that clients sometimes don’t act as quickly as they should when you send out that invoice via email.

Instead of sending a confirmation email asking if they received it you can now see exactly when they view your invoices online with Cashboard.

Of course we didn’t just stop there – we thought about all of the information you might want to see, including when your clients…

• Login to the system
• View an invoice
• View an estimate
• Make a payment
• Make a comment on an invoice, estimate, or payment

All of this information is collected as activity that’s shown throughout the system in various places. The main view is from your Overview Activity Log, which you should already be familiar with.

We also added this information to our new contact panel for individuals.

Finally, your documents will show it in their own history panels as well.