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October 21, 2022
Question

New Style Invoice Side Menu pops up with every new invoice created

  • October 21, 2022
  • 1 reply
  • 0 views

Every time I create a new invoice (new style) the side menu pops up that shows where it be edited such as customization, payment options, design and automation.  Is there a way to stop this from popping up with each new invoice or is this just standard for the new style invoice?

1 reply

MichelleBh
October 21, 2022

The company is constantly seeking ways to improve its products, @yorkiemom2.

 

Currently, stopping the pop-up where you can edit the transaction in the invoice new experience is unavailable. This is part of the update to let customers know they can customize their sales forms anytime. To temporarily remove the window, I'd suggest clicking the Close →.


I understand how inconvenient it is to be unable to stop the customization window. I'd recommend sending feedback to our product engineers. They can review your suggestions and consider adding them to future releases. 

 

Go as follows:

 

  1. Go to the Gear icon on the upper right-hand. 
  2. Select the Feedback button. 
  3. Type your suggestions in the field and click Next

 

Rest assured that they're constantly working to improve the product and give all QuickBooks users the best possible experience. You can also vote, comment on ideas, and suggest your own by going to this link: 

Customer Feedback for QuickBooks

 

Furthermore, see the following articles to learn how to pay your customers directly via credit card or ACH transfer in QuickBooks and record the payment:

 

 

Do you need more help completing other tasks in QuickBooks? Please let me know, and I'll assist you with some guides and other pointers. Keep safe. 

October 30, 2023

Are they going to give us an option to stop it from popping up? It is very annoying.