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Queenvalerie
August 3, 2023
Question

After an estimate is converted to an invoice, the email sending the invoice to the customer still says ESTIMATE #930. Not INVOICE #930. How do I fix that?

  • August 3, 2023
  • 1 reply
  • 0 views
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1 reply

K
Kevin_C
August 3, 2023

It's a strange behavior, @Queenvalerie. I'm here to assist you in resolving the issue by providing some troubleshooting steps to successfully send your invoices through QuickBooks Online (QBO).

 

To sort this out, I suggest accessing your account using a private window. Private browsing prevents cookies from being stored on your computer, making it an excellent place to identify browser problems. Here are the shortcut keys:

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

 

Once you're in incognito mode, resend the invoice from a converted estimate. Then, check with your customer to see if they receive it correctly.

 

If everything's good with sending your invoices, go back to your regular browser and clear its cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Otherwise, using other supported browsers can be a good alternative too.

 

When your customer pays their invoices, you'll have to record a Receive Payment to keep track of the transactions. Here's an article for your guidance: Record invoice payments in QuickBooks Online.

 

Please let me know if you have follow-up questions about your invoices and estimates. I'm just a few clicks away to help you again. Have a good one.

Q
QueenvalerieAuthor
August 7, 2023

 

I did everything you suggested and its still doing it.  I've attached a screenshot here for you to see it.  I send the original estimate several weeks ago, marked as accepted three days later.  They finished today and I converted to invoice.  The item attached still identifies as a estimate,.  And its clearly identified as an invoice in the email subject line.  But right there over our logo it still says estimate.  its like it never coverts

J
JamaicaA
August 7, 2023

Thank you for adding a screenshot to get me on the same page, @Queenvalerie.

 

I appreciate you for following the troubleshooting steps and sharing the results. It's essential to update the term used over your logo when sending invoices to avoid confusion.

 

When you send an invoice after being converted from an estimate, its details should be displayed above the logo. So, you're correct in saying that it should not be identified as an estimate.

 

Since the issue persists after complying with my colleague's suggestions, I recommend contacting our Support Team through your QuickBooks Online account. They have the tools to pull up your account and investigate the transition between estimates and invoices. 

 

To proceed, follow the steps below:

 

  1. Go to the Help icon and choose Search.
  2. Click the Contact Us button and enter your concern.
  3. Press Continue.

 

Please note our operating hours so you can contact us timely. For other ways to reach us, refer to this article: QuickBooks Online Support.

 

To learn more about personalizing your sales form or creating a recurring transaction, check out these guides:

 

 

Use this reference to record customer payments according to your situation: Record invoice payments in QuickBooks Online. It can be a partial payment or a grouping of multiple ones.

 

We aim to resolve this identifying and converting between estimates and invoices issue. Rest assured that our Support Team will do their best. Let me know how it goes.

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