Question

With the updated invoices, I'm having an issue. I've converted time to invoice, but for a few of my clients, it still shows as open. Anyone else?

Forum|Forum|1 year ago
December 4, 2024
3 replies
0 views

These clients have already been invoiced for the time and they have already paid. The time is recorded in QB time/TSheets. Anyone else have an issue with converted time showing as Open (or non-converted)?

A

ArielI

Hello, @infoTBDA.

When a time charge is added or converted to an invoice, its status will change from Open to Converted.

Since your end is still showing as open, the possible reason for this is a browser issue. Browsers use cache to speed up the loading of web pages, but over time, the cache accumulates and leads to unusual program behavior.

To fix this, log in to your QBO account using an incognito or private browser window. This will enable you to work with a clean slate. Please use these keyboard shortcuts:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + N
Safari: Command + Shift + N

Then, add the billable time charges again. If it's successful, clear your browser's cache to remove specific issues and help the program run efficiently. Also, you can use other devices and supported browsers to ensure everything works as expected.

Additionally, you can send statements summarizing invoices, payments, credits, and balances, please check this article: Create and send customer statements in QuickBooks Online.

If you have any further questions about converting time to invoices, feel free to reach out. We're here to help.

I

infoTBDAAuthor

I'm disappointed to say that I tried that (opening QB in Incognito) and the issue still exists. Any other ideas?

JaeAnnC

I'll put you in touch with our customer support team to address your issue about converted time showing as open invoices in QuickBooks Online (QBO), @infoTBDA.

Since the issue persists, I recommend reaching out to our customer support team. They have access to a screen-sharing tool that can determine the cause of the problem and walk you through the resolution.

To do that:

Go to the Help menu and select Contact Us.
Enter a brief description of your concern and click Continue.
Choose between Chat with us or Have us call you.

Furthermore, you'll want to record the payment in QBO once the invoice is paid.

Keep in touch if there's anything else you'd like to ask about converting time to invoice. We'll be available around whenever you need us. Stay safe.

M

MorrisCareMgmt

This is also happening to me, over and over again, even with charges that have not only been invoiced, but paid. The charges are showing up as "open" afterwards, sometimes weeks or months later. I spent several hours on the phone with QB a few weeks ago about it, and they offered no permanent fix. They did tell me I could reinvoice all of the "open" charges to create a new invoice and then delete the old invoice, which is not super helpful, because the old invoice link had already been sent out to customers. It's a lazy workaround and I am not happy with it, as the problem keeps popping up and it is throwing off my monthly projections- making it appear that I am going to invoice more $ than I actually am, due to the old charges showing up as open. A real fix would be appreciated.

I

infoTBDAAuthor

Thank you for replying! I know it’s something on their end and the more people that reply, the more likely they’ll actually look into a fix. My workaround is the next time I create an invoice for a client, I bring in those “open” items, then delete them and I don’t not unlink them. So they’re brought it, “converted” and don’t appear on the new invoice to the client. Still not ideal and won’t address all your concerns but thought I’d share.

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