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View Tracking

Invoices & Estimates · Basic · Updated March 2026

Update last-visited timestamps on invoices and estimates to track when clients view their billing documents for read-receipt functionality.

View Tracking records when a client opens and views their invoice or estimate. It is the read-receipt for billing documents — you know the client saw the proposal or invoice, which changes your follow-up strategy.

What This MCP Tool Does

This tool updates the last-viewed timestamp on invoice and estimate records. When integrated with the client-facing document viewer, it lets you track engagement with billing documents and trigger follow-up actions based on whether a client has seen what you sent.

Endpoint Reference

Mark invoice as viewed: PATCH /invoices/{invoiceId}/viewed Update the invoice’s last-viewed timestamp.

Mark estimate as viewed: PATCH /estimates/{estimateId}/viewed Update the estimate’s last-viewed timestamp.

Authentication

Requires a Private Integration Token (PIT) with the invoices scope enabled.

Key Parameters

These are simple PATCH operations that update the timestamp. No request body parameters are typically required — the action itself records the current time.

Important Notes

View tracking is most powerful when integrated with follow-up automations. The logic is straightforward: if an invoice was sent three days ago and viewed but not paid, that is a different follow-up conversation than if it was sent three days ago and never opened.

For estimates, view tracking helps you time your follow-up. A prospect who viewed your estimate yesterday is warmer than one who has not opened it. Your outreach timing and message should reflect that.

This endpoint records that a view happened. The actual tracking of when clients open the document link is typically handled by GHL’s built-in document viewer, which calls this endpoint automatically.

Common Questions

Is view tracking automatic when clients open documents? When clients view documents through GHL’s hosted viewer, the view is typically tracked automatically. This endpoint is available for custom implementations or integrations that serve documents through other channels.

Can I see how many times a document was viewed? The endpoint updates a last-viewed timestamp. Multiple views overwrite the previous timestamp. For view count tracking, you would need to log each view event externally.

How do I use view data in automations? Query invoice or estimate records and check the viewed timestamp against the sent timestamp. Build workflow conditions: “if viewed but not paid after X days, send reminder.” This is follow-up intelligence that most businesses do not use.

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