Beyond tracking whether a customer opened a specific invoice or quote, you can also pull a master list of every outbound email your Zoho Books account has ever sent, using the System Mails report.
Accessing the Report
- Go to Reports in the left sidebar.
- Scroll down to the Activity section and select System Mails.
What the Report Shows
The System Mails report lists every system-generated email sent from your organisation, including the recipient address and the date it was sent, giving you a genuine, complete audit trail of outbound email activity rather than having to check each transaction individually.
Important limitation: This report does not include delivery status. It confirms that an email was sent from Zoho Books, not whether it was actually delivered, opened, or bounced. For open and view tracking specifically on Invoices, Retainer Invoices, and Quotes, you need Email Insights instead.
When to Use Which
- Use the System Mails report when you need a complete log of what's been sent and to whom, across your whole account, for auditing or troubleshooting purposes.
- Use Email Insights when you specifically need to know whether a particular customer has opened or viewed an invoice, retainer invoice, or quote.
Need help? 1 Cloud Consultants can help you use Zoho Books' email reporting tools to audit outbound communication and track customer engagement.
Book a discovery call with 1 Cloud Consultants.