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NDS09
March 13, 2021
Question

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

  • March 13, 2021
  • 1 reply
  • 0 views

Hi there,

 

As of 12/03/21 - Quickbooks Online (Australia) -

When copying a previous invoice sent, it does not copy all of the billing address correctly - it just uses the original address saved on template.

 

Prior to 12/03/21, You were able to copy invoices and it would pull the data across correctly. Now it cuts the manual data you have entered in the past and defaults to the saved addressee.

 

This is problematic, when we bill different clients, from the same organisation 

 

Ie 

John smith

XYZ company

 

& 

Sarah smith

XYZ company

 

 

Now, when you copy the invoice from previously sent invoice,

all you have is 

 

"XYZ company"

 

and the copied line items from previous invoice. 

 

 

This is a huge issue as individual clients have data such as addresses, billing codes , reference number etc. 

 

I have asked live chat and support agents have no idea. Any one know or experienced this before and how to fix it?

 

 

    1 reply

    AlcaeusF
    AlcaeusF
    March 13, 2021

    Thanks for reaching out to the Community, @NDS09.

     

    To check if this is a browser-related (cache and cookies) issue, try signing into your QuickBooks Online (QBO) using a private browser (incognito). There are times that the browser is already full of frequently accessed page resources, causing some unusual responses.

     

    Here's how:

     

    • Press Ctrl + Shift + N (Google Chrome).
    • Ctrl + Shift + P (Firefox).
    • Control + Option + P (Safari).

     

    Once logged in, try to copy an invoice again to double-check.

     

    If everything looks good, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

     

    Please let me know if you have any other concerns by clicking the Reply button below. I'm always here to help. Have a good one!

      N
      NDS09Author
      March 13, 2021

      Hi 

       

       

      Google Chrome is up to date
      Version 89.0.4389.90 (Official Build) (64-bit)
       
      Since doing this still no result.
       
      I have noted now the following:
       
      I have tracked down a relatively new invoice sent. I have copied, and again the data snaps back to the original "Customer" Data. 
       
      It appears when you copy invoices now, it is drawing the data from the "Customer" data. instead of the previous invoice. ie. you invoice one company as the "Customer" however it does not take into consideration the invoice that you copied from which might have individualised data.
       
      For example 
      "Marketing division"
      Apple Group
       
      "John smith - Client"
      Apple group.
       
      In our case we bill particular accounting firms that manage client's budgets and plans and they claim and reimburse us. 
       
      So we may have 200+ Clients, billed to approx 10 firms
       
      This is where the copy invoice function has proved to be useful. Cant really use "recurring transactions" because invoices may change slightly. To do manually, would require putting on another person do to the work which would be crippling!
       
      JessT
      JessT
      March 13, 2021

      Hi NDS09,

       

      I can see that this has affected your business. To check this better, I would recommend contacting our Chat Support. They can start a screen-sharing session to investigate this behavior.

       

      If you need more help with invoicing, feel free to go back to this thread.

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