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May 17, 2024
Question

Since the update, when we send an estimate the email says invoice and balance due. Is this an internal adjustment that needs to be made?

  • May 17, 2024
  • 4 replies
  • 0 views
The link does take you to a page to approve the estimate but it is not clear whether it is an estimate or an invoice.  And since the email says invoice the whole thing is confusing

4 replies

BigRedConsulting
May 17, 2024

It's a known bug. One of many (hundreds?) with the new 'improved' invoices.

May 17, 2024

I'm here to provide some insights when sending estimates as to why it shows invoice in QuickBooks Online, @carterlandservic.

 

As per checking, I've found an ongoing investigation (INV-100722) regarding the issue when attempting to send an estimate, but the email states about invoice and balance due.

 

Please know that our engineers are working to fix the issue as soon as possible. 

 

With this, I recommend contacting our support team so you'll be added to the list of affected users and receive email updates.

 

Here's how:

 

  1. On your QuickBooks Online, click on Help (?).
  2. Click either tab to get started: Assistant or Talk to Human.
  3. Search Contact Us,  then Start a chat with a support expert.

 

 To ensure your concerns are addressed promptly, they're available M-F 6 AM to 6 PM PT for Plus, Essentials, and Simple Start QBO versions, and Saturday 6 AM to 3 PM PT Advanced, any time, any day.

 

You can check these out to learn how you can convert, and customize your estimates and to receive payments for future reference:

 

Convert an estimate into an invoice in QuickBooks Online

Customize invoices, estimates, and sales receipts in QuickBooks Online

Record invoice payments in QuickBooks Online

 

If you have more concerns related to sending estimates in QBO, don't hesitate to come back to this post by leaving a reply. We're always here to help. Stay safe.

BigRedConsulting
May 17, 2024

@ErwinQ

 

RE: As per checking, I've found an ongoing investigation (INV-100722) regarding the issue when attempting to send an estimate, but the email states about invoice and balance due.

 

It's clearly a bug, not an "investigation". Just admit it.

 

RE: To ensure your concerns are addressed promptly, they're available M-F 6 AM to 6 PM PT

 

Knowing the schedule does not ensure in any way that "concerns" will be "addressed promptly".  Do you actually believe the statements you copy/paste?

May 22, 2024

I am having the same issue. Now I have to send estimates from my email instead of from Quickbooks which is more time consuming. It seems like with every update with Quickbooks, everything gets worse not better.

May 22, 2024

Hi there, @Hazel2019.

 

I can see that you've posted a similar concern on the other thread. My colleague already provided a reply to the issue. You can check for her response on this link: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-estimates-emailed-from-qbo-comes-out-with-a-view-invoice-link/01/1444421#M160835

 

Please let us know if you have any follow-up questions about sending estimates in QuickBooks. I'll be here to help. Have a good one.

February 7, 2025

I appreciate you for taking the time to share your concerns about the recent QuickBooks updates, @Hazel2019. I recognized how important it is for you to send invoices as PDF attachments instead of relying on online delivery. Your experience is our top priority, and I want to ensure that it remains as seamless and efficient as it was before the update. Please know that our team is fully committed to resolving this issue and ensuring that sending sales forms continues to be a hassle-free process for you

 

I understand that every business has its unique needs, and I can see how this feature could greatly enhance your operations. I encourage you to share your feedback directly with our product engineers, as your insights are invaluable in helping us improve our program. Let me guide you through the process of submitting your request.

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your suggestions.
  3. Then, submit your request.

 

In addition to this, explore this resource: Customize invoices, estimates, and sales receipts in QuickBooks Online. With the new interface and enhanced features, you have the flexibility to personalize your sales forms to match your specific preferences and business needs.

 

Thank you once again for your valuable feedback. If there are additional questions or concerns regarding the sales forms or anything else within QuickBooks. Please don't hesitate to reach out. My team and I are always here to support you.