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May 2, 2024
Question

Invoices Change and a couple issues!

  • May 2, 2024
  • 1 reply
  • 0 views

Hello!

First off, thank you QuickBooks for making it possible to print when invoicing!  I really needed that 🙂

 

I'm having a window that is not opening large enough problem now.  When I go to choose my product/service (invoicing), I can't seeeeee the description.  I have a snip attached.  

 

When I invoice I am not just doing 1, I'm doing 50 or more, and I was wondering if you could  flip flop SEND INVOICE & the SEND and NEW button.  See attached.  I have to hit Send and New EVERYtime!

 

I appreciate you listening!  Also, I was only allowed to attach one attachment, so I choose the one for product and services.  I do have a snip of the Send & New!

1 reply

May 2, 2024

I appreciate you for choosing QuickBooks Online to manage your invoices, dnasplatt1.

 

I understand the importance of viewing the item descriptions before adding them to the invoice to ensure accuracy and selecting the Save and new button easily to save time and effort.

 

At this time, the option to view the product description when creating invoices is unavailable in the new invoice layout. To view the details, we'll have to select the items first. 

 

Regarding the Save and new option, I recommend clicking the Save drop-down menu from time to time to select it.

 

For more details on the limitations and latest features of the new invoice experience, check out this article: Explore what's new with estimates and invoices in QBO.

 

I also encourage you to browse and bookmark this resource to help you personalize your sales forms to add the details that matter to your customers and business: Customize Invoices, Estimates, and Sales Receipts in QBO.

 

If you have any other invoice concerns or need help managing entries, items, or lists, just let us know by adding the details below. We're here to assist you.