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View an Invoice’s Email History and Delivery Status

CosmoLex makes it quick and easy to track emailed invoices and confirm their delivery status.

View an Invoice’s Email History

To view an invoice email history:

  1. From the main left navigation, click Matters
  2. From the Matters screen, double-click the matter, or single-click it, then click Details.
    The Matter Details screen opens, displaying all invoices for the matter. Emailed invoices display an orange envelope icon toward the far left of the row.
  3. To the far right of an emailed invoice row, click the orange arrow.
    The Invoice Details screen opens. Beneath the Invoice Detail section, the Details and Email History tabs display.
  4. Click Email History.
    The invoice’s email history displays.

Icons for emailed invoices and invoice details and email histories:

invoice-email-and-history-icons

Check an Emailed Invoice’s Delivery Status

To check an email’s delivery status:

  1. In the upper right corner of any screen, click the Job List icon:

job-list-icon

The Job List screen displays all print statuses.

  1. In the upper right corner, click Refresh, if needed. Beneath it, you can click the magnifying glass to filter the entries. 
  2. To close the screen when finished, take either of these actions:
    • In the upper right corner, click the X.
    • In the lower right corner, click Close
Updated on April 5, 2022

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