How to Check if a PO Has Been Emailed in CustomBooks™

How to Check if a PO Has Been Emailed

You can easily verify whether a Purchase Order (PO) has been emailed in CustomBooks™ using the Purchase Order List View or by checking the Email Logs.
InfoThis process is also applicable to other documents such as Sales Orders (SO), Invoices, Cash Receipts, Bills, Bill Payments, and more.

Purchase Order List View Columns

In the Purchase Order List View, you can check the following columns on the right:
  • Last Emailed Date and Time: This column displays the date and time the PO was emailed. If it is blank, the PO has not yet been emailed.
  • Last Email Recipient: This column shows the last email address to which the PO was sent.



Email Logs

You can also track all emails sent from your CustomBooks™ account by checking the Email Logs.

How to access and search the Email Logs:
  1. From the Client Portal/Dashboard, click the Email Logs button in the Actions column on the same line as the account.
  2. On the Data Tab, type the Purchase Order # or the recipient's email address in the Search box.
  3. The results will display the Status, Subject, Recipient, and Sent Date and Time of the email.



    To learn more about the Email Logs feature, visit this knowledgebase article.

This method helps ensure you can always track the status of your sent Purchase Orders.

    Need help applying this to your business?

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