How to check if a document was delivered to your customer

To check how and when a customer's invoice, statement or other document has been sent to them, select 'Documents' on the top left and then 'Query Envelope Status' from the page you are brought to.  Then enter your search criteria (e.g. Invoice No, Account Code, or Account Name) and click 'Search Envelopes'.

You will be presented with a list of envelopes, which allow you to see when the envelope was sent and to where (i.e. either the postal address or the email address).

Click 'Envelope' to see what other documents are in the envelope or click 'Track' to see the timeline for that envelope.