Having trouble saving and emailing an invoice after converting it from an estimate

I'm here to ensure you'll get past this issue so you can get back to working order, Indi.

Before anything else, did you receive any error messages when trying to save and send an invoice? This will help me identify the root cause of the issue and accurate resolution for you.

In the meantime, I recommend performing some troubleshooting steps to help isolate the issue.

Sometimes, numerous cached files can cause unusual browser behavior. Let's access QuickBooks Online through a private window.

Here are some key shortcuts for accessing a private window:

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

If you're finally able to save and email the invoice after this, the root cause of the issue must be from your regular browser. I suggest clearing your regular browser's cache.

I've added an article to help you determine the computer and browser requirements for the best QuickBooks experience: System requirements for QuickBooks Online products.

Moreover, you can check out this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to reach out here if you need more help about managing your invoices. We're always here to support you.