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amber-nancyfritz
Apr 23, 2024 7:34 PM UTC
Question

Major glitch in the new layout. When I edit an invoice and click "save and close" going back to the main customer screen, the invoice status says "sent".

As far as I can tell, the invoice is not actually sent. But this really messes up our billing when we review the customer screen. Help.

3 replies

Candice C
Candice C
Apr 23, 2024 8:31 PM UTC

Hey there, @amber-nancyfritz. 

 

I appreciate you coming to the Community with your concerns. 

 

To clarify, is this happening with more than one invoice or customer? 

 

In the meantime, I recommend trying to clear your browser's history to narrow down the cause of this problem. 

 

I'll be waiting for your response! 

amber-nancyfritzAuthor
Apr 25, 2024 3:19 PM UTC

Hi Candace, this did not solve the problem. The only thing that works is switching back to the old layout. Thanks for your help.

RhoiceW
Apr 25, 2024 4:20 PM UTC

Hi there, Amber. Thank you for updating us.

 

I appreciate what you've done to fix the issue. Since the issue persists after clearing your browser's cache, I recommend contacting our support team for further assistance.

 

I've got the steps you need to reach our appropriate support.

 

Here's how:
 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select Contact Us and choose a way to connect with us:

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT. 

 

Furthermore, you can personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Don't hesitate to comment on the post if you still have concerns about your invoice. I'm always here to help you.

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