Skip to main content
L
lp_mi
February 6, 2024
Question

Creating and Sending Estimates/Invoices Issues...

  • February 6, 2024
  • 1 reply
  • 0 views

#1 - The new 2024 Estimate template we type into is not good for custom Quotes. I'd like see my Custom Estimate/Invoice template as I'm typing up an estimate for a customer and not the generic one. Why can't we see the chosen template when creating an Estimate or Invoice or adjust the columns of the default one?

 

#2 - The new template does not show the email body text changes in the preview box on the right as it is being typed. When I'm typing in the email body section, it doesn't show in the box to the right. Instead, the template email text shows and I have to pray the newly typed email body is the one that goes to the customer. This was a feature on the previous main 'review and send" so why isn't it on the new version?

 

#3 - When you send an Estimate or Invoice email, there is not a copy of it anywhere in QB Online. If the CC to my email address doesn't work, I have no way of re-sending the exact same email. Why isn't a copy of the email (with body text) saved (at least temporarily) in QB Online somewhere?

 

#4 - On the following error, it doesn't tell you which email address had the error and which address the email was not sent to. I send to several people at once with a CC/BCC to me and, to fix, we have to re-type EVERY email. Why doesn't QB Online show you (in the error box) which email address it wasn't sent to? Also, if one email address causes the error, does the email get delivered to the other addresses or none? 

Estimate _______ hasn’t been sent.

An error occurred while sending this email. Please verify your email information and try again.

 

#5 - I can't see who (which email address) viewed my Estimate/Invoice. Why not? It says "viewed" no matter who saw it (even me) so this is not helpful. Why can't QB Online let us know which emailed recipient "viewed" the Estimate/Invoice or at least offer a "read" email feature so we know who got it and who didn't? 

1 reply

G
GlinetteC
February 6, 2024

I appreciate the detailed information you've shared regarding the Estimates/Invoice issues, lp_mi.

 

I understand how inconvenient it can be when encountering challenges while doing tasks to your account. I'll help route you to the available support to address this.

 

I replicated your issue on my end, and we have the same experience. Normally, the Cc and Bcc should automatically apply when sending an invoice or estimate.

 

I would suggest contacting our Customer Care support, as they have the tools to access your account and investigate this issue thoroughly. Our dedicated team will be able to provide you with additional guidance and assistance to resolve this.

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Select Search and tap Contact Us.
  3. Enter a short description of your concern (Quick Report view) and tap Continue.
  4. Choose a way to connect with us. Either Start a chat or Get a callback.

 

In addition, consider checking this article that provides valuable insights into personalizing your invoices. Doing this enhances professionalism, reinforces your brand, improves recognition, strengthens relationships, and ensures clear and accurate communication with your customers:  Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you require additional help managing your invoices, kindly post the specific details below. I am available to assist you and offer the guidance you need. Take care!

L
lp_miAuthor
May 9, 2024

I spoke to someone at customer care/service and they could not help me. I've tried all of the generic troubleshooting steps with no changes. Many of these issues are program problems that need to be fixed. There are also other email send issues with the new estimate/invoice template that many are complaining about and we were told "engineering is working on it", but it has not been fixed. The latest issues (on top of the problems I listed in my last message) are...

  • The email address in the email field on all estimates & invoices is my company address instead of the customer's. When I change it to the customer's email and save the estimate/invoice then re-open it, it again is my company email address and NOT the customer's. Why Quickbooks, Why?!?
  • I get a delivery issue notification almost every time I try to send an estimate/invoice and my troubleshooting has discovered that it is most likely my company email addresses that are causing the problem because we do not receive a copy of the estimate/invoice and I have to re-send to another company email address that's not registered with Quickbooks. Again, WHY?!?

It seems to me that the new estimate/invoice template has some major issues and they need to be remedied ASAP! All of the issues have taken up way too much of our time and caused embarrassment with customers. Please escalate and fix these issues or get rid of the new template format and revert back to the old!

Terms & ConditionsAccessibility statement