Skip to main content
May 10, 2025
Question

It seems few changed were made to QB. It seems the send of invoice to a client via whatsapp buttons is missing. Plse assist.

  • May 10, 2025
  • 1 reply
  • 0 views

When one save and send there was option to save and send the invocie via whatsapp as client do not have email address, is missing or moved some where else..plse help

1 reply

May 10, 2025

QuickBooks Online recently updated its invoice layout to improve your workflow. If you need to send invoices via WhatsApp, we can revert to the previous layout that includes this feature, Waterboy.

 

Here's how to switch back from the old version:

 

  1. Click on the +New button, then choose Invoice.
  2. In the upper right corner, select Old layout.

 

To help improve the new layout and potentially restore or enhance this feature in future updates, I recommend submitting feedback directly to our product development team:

 

  1. On the Invoice page, select Feedback.
  2. Enter your comments or product suggestions.
  3. Once done, click Submit feedback.

 

Additionally, you can refer to this article on personalizing and adding specific information to your sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Please know that you're always welcome to reach out if you have further inquiries about managing your sales transactions in QBO. We're always willing to assist you.