Skip to main content
S
stevespoolbkpr-g
April 3, 2024
Question

I AM TRYING TO SORT MY OPEN INVOICES BY "SEND LATER" FROM THE "ALL SALES" TAB. RECENTLY THIS HAS QUIT WORKING.

  • April 3, 2024
  • 1 reply
  • 0 views
If you go to the customers tab, then All Sales, it gives you the option to view invoices through filters. When I choose Invoices with custom dates and select the delivery method as "send later" nothing comes back. If I uncheck that, and leave it for all, then every open invoice comes back. Before the most recent update this worked fine. Anybody find a work around?

1 reply

S
SarahannC
April 3, 2024

I understand that transitioning to the new layout can be challenging, but we are committed to making this transition as smooth as possible, steves.

 

I recognize the significance of the features you've highlighted. Your feedback remains invaluable to us. I recommend sending feedback through our Feedback tool. Our development and product teams actively monitor and consider user input provided through this channel when making decisions about product enhancements and feature reinstatement. 

 

  1. In your QBO account, go to the Gear icon on the upper right side.
  2. Click Feedback under Profile.
  3. Type your suggestion in the box and tap Next.

 

Additionally, consider selecting old template designs that will continue to support the features. You can choose an old template by navigating to Manage > Design > Other templates. See this article for more details: See what’s new with estimates and invoices in QuickBooks Online. 

 

Lastly, you can visit these articles to get more tips about handling sales and customers:

 

 

We aim to provide a more streamlined and user-friendly experience while also maintaining a set of features. If you have other concerns, please let me know by commenting below. I'm here whenever you need more details. 

Terms & ConditionsAccessibility statement