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Homeandcastlehouskeeping
July 19, 2019
Question

My customer cannot view the invoice detail, when they click on the invoice from the system generated email only the summary appears the view detail button is no longer available in QB self employed

  • July 19, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

AlcaeusF
AlcaeusF
July 19, 2019

Hello Homeandcastlehouskeeping,

 

Welcome to the Community. I'd be glad to lend a hand with the emailed invoice from QuickBooks Self-Employed.

 

We've received similar reports from other users about not being able to view the invoice detail. While our product engineers are working hard to fix the issue, I recommend using the Export as PDF feature.

 

Here's how:

 

  1. On the left panel, click Invoices.
  2. Select the invoice you’ve created.
  3. Under the Actions column, select the drop-down arrow and choose Export as PDF.

Once you have the copy, you can email the invoice manually to your customers.  I also encourage contacting support and providing them the investigation number INV-31685 to include you on the list of affected users.

 

You can reach them through these steps:

 

  1. Log into your Self-Employed.
  2. Click the question mark icon at lower right.
  3. You'll be routed into the Email your question.
  4. Click the Ask your Question button.

For future reference into what happens to your invoice, check out his article:

 

What happens when you send an invoice?.

 

Feel free to get back to me if you have further questions about sending invoices. The Community has your back.

D
DaoNaturalHealth
March 9, 2020

Hi, 

Looks like this is still an issue, I'm fairly new to QBSE and my customers are having the error message as in the image below. I then had to email the invoice to my customer with an apology and this is kind of defeating the point of the in-app invoices. Can you please assist, many thanks 

A
Ashleigh1
March 9, 2020

Hello DaoNaturalHealth, 

 

Are you able to send a test invoice to yourself and see if you get the same error message as your customers, and let us know. Thanks  

P
phplumbingheatin
November 20, 2020

This is happening to me. What can I do? 

Pabz_L
Pabz_L
November 20, 2020

Let me share some troubleshooting steps that will help your customers view the invoice you’ve sent to them, @phplumbingheatin 

 

Most common display issues might be caused by too many cache files in the browser. This is the possible reason why your customers are unable to see your invoice details. 

 

I recommend accessing your QBSE account via a private browser. This way, we can identify if this is a browser issue. You can use the keyboard shortcuts below:

 

· Google Chrome: CTRL + Shift + N

· Safari: Command + Shift + N 

· Mozilla Firefox: CTRL + Shift + P 

 

From there, you can create a test invoice and resend it. If it works, then the main browser may have too much historical data from previously visited websites that cause this kind of behavior. That said, your customer needs to go back to the regular browser and clear the cache to delete those temporarily stored files and browsing history. 

 

You can also use other supported browsers. 

 

I’m also adding an article if in case you want to customize your invoice before sending it to your customers: Create invoices in QuickBooks Self-Employed.

 

Don't hesitate to visit and drop a post in the Community again if you have other concerns or questions about QuickBooks. We're looking forward to helping you out in the Community space.

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