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jasoncopa
May 24, 2024
Question

Print Invoices and Hit Back Button and a New Invoice is Created

  • May 24, 2024
  • 1 reply
  • 0 views

The only way I can save a PDF of an invoice is by hitting the Print And Download button. It takes me to a new screen of only the invoice and I have to save it there. It does not save as the invoice number but some random number and I have to go in and rename the files. Total waste of time as before it would download as "Invoice XX" with your number sequence. From there the only way to back to the main dashboard is by hitting the back button and when you do that it does not take you back to the invoice you are working on but rather it creates a NEW invoice. I then have to cancel that invoice and the system then takes you back to your home page dashboard and I have to go and find the customer all over again.  It is a waste of time and effort especially if you are doing a ton of invoices daily. The new update is really bad. 

 

Is anyone else experiencing this?

1 reply

A
AdonL
May 24, 2024

It is not the experience we want you to have, Jason.

 

I understand that adjusting to changes in the new invoicing experience can be challenging. I recommend sending your thoughts to our engineering team. They're continuously working to improve our services and add more user features. Rest assured, they'll review your suggestion and might incorporate it into future updates. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback under the Profile column.
  3. Enter your product suggestions.
  4. Click Next to submit.

 

For more info on the new estimate and invoice layout, refer to this article: See what's new with estimates and invoices in QuickBooks Online.

 

Moreover, it's important to record invoice payments received from your customers to maintain accurate sales records.

 

Let us know if you have further concerns regarding the new invoice and estimate layout in QBO. We're always ready to lend a hand again.

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