Estimate & Invoice Activity

Track estimate and invoice events including creation, sending, viewing, acceptance, and payments in the activity log.

The activity log in PaintScout tracks every event on an estimate or invoice — creation, sending, viewing, acceptance, and payments. Access it from the dashboard or within any individual estimate or invoice.

Where do you find activity on the dashboard?

The activity section on your dashboard shows recent events across all estimates.

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How do you view activity on an estimate?

Open the sidebar menu and select the Activity tab to see all events for that specific estimate, including when customers viewed or interacted with it.

Activity Types

Screenshot

Estimate Sent: Find out when the estimate was sent, what the email contained, and even restore the estimate to this version if needed. Estimate Viewed: Track when and how long your customer checked out the estimate. Estimate Accepted: Keep tabs on when your customer accepted the estimate, complete with their signature. Thank You Message Sent: Verify that the automatic thank-you message reached your customer. Payment Added: Spot the moment a successful payment is made via Stripe or reported directly on the estimate.

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What activity is tracked on invoices?

Invoice activity tracks payment requests, payments received, customer viewing, and invoice sending.

Activity Types	Screenshot
Payment Requested: View the specifics of payment requests sent to the customer. Payment Added: Find out when a payment has been made on the invoice. Invoice Viewed: Keep tabs on when and how long your customer viewed the invoice. Invoice Sent: See the details for when the invoice was sent.

Related articles

Restore an Estimate

Restore previously sent estimate versions from the activity sidebar when customers request to revert to an earlier quote.

Download a Previous Version

Download PDF versions of previously sent estimates from the activity sidebar to retrieve earlier quote versions.