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May 13, 2024
Question

Since the new interface with QB invoices when I create a new invoice they are sent out prematurely. Is anyone else facing this issue?

  • May 13, 2024
  • 1 reply
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1 reply

May 13, 2024

Welcome to the Community, Usersupport7.

 

I'm here to help with your QuickBooks Online (QBO) invoice concern regarding your invoice being sent prematurely to your customers. 

 

I'll start by asking if you've encountered any specific errors when creating invoices sent out prematurely in the new interface. Providing us with more information would help us narrow down the issue you're experiencing and find the most suitable solution.

 

Next, let's visit your current invoice template and ensure that there aren't any changes made without your knowledge.

 

  1. Go to the Gear Icon ⚙, then select All Lists.
  2. From the Lists page, choose and click on Recurring Transactions.
  3. Look for the recurring invoice transaction you've created, then click Edit
  4. Review the invoice transaction. If any changes have occurred, you can correct them. 
  5. Once done, click Save Template.

 

You can also utilize the Audit Log feature, which will help you trace your activities and review who made modifications to your QBO account.

 

Furthermore, let's perform some troubleshooting steps to help resolve this situation if there aren't changes applied to your QBO recurring invoice transactions. Start by logging in to your QuickBooks Online account using a private or incognito browser.

 

You can use these keyboard shortcuts below:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N

 

From there, create a sample recurring transaction that sets for tomorrow's date, and if wasn't sent out prematurely, return it to your regular browser and clear its cache. Websites store temporary data called cache, which causes it to perform some unusual behavior as soon as it is full of cache.

 

In addition, after sending recurring invoices to your customers and then them paying you, you'll need to record the payment and connect it to the invoice to have a balance account in your QBO. You can scan this article to know more about it: Record invoice payments in QuickBooks Online

 

Let me know if you have more questions about the QBO invoices sent out prematurely, Usersupport7. I'll be here to answer them as soon as possible.