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Harry4
September 9, 2024
Question

When I save and close a payment or invoice ,it starts new invoice for the same customer. Why?

  • September 9, 2024
  • 2 replies
  • 0 views
Original commenter did not share additional details

    2 replies

    FishingForAnswers
    FishingForAnswers
    September 13, 2024

    @Harry4  As I would not touch QBO with a 20' pole, I can only speculate, but...

     

    In QBDT, you can observe similar behaviour when you have your Employee or Vendor Center open and open the 'Write Check' function, in that it will automatically fill in the name field with the Employee or Vendor, respectively, that you had selected in either Center.

     

    I would assume something along those lines is happening in QBO in its effort to be 'helpful'.

    J
    JustinDaveC
    September 13, 2024

    I recognize the trouble this may have caused you, Harry4. Let me give you an insight regarding pre-fill details in invoices.

     

    Pre-fill form is an option to automatically fills other fields of the form, based on the last saved transaction of a customer. To avoid having it, ensure to turn off the "pre-fill forms with previously entered content" option under the automation section to prevent the form from automatically filling in the invoices.

     

    If the issue persists, the auto-save feature in your browser is likely causing the prompt to fill in the details automatically on the invoice. If this is the case, we can perform some troubleshooting steps to determine if this is a browser-related issue issue.

     

    To start, please use a private or incognito window to rule out cache problems in your browser. You can use the following keyboard shortcuts based on the type of browser you are using:

     

    • Google Chrome: press Ctrl + Shift + N
    • Mozilla Firefox: press Ctrl + Shift + P
    • Safari: press Command + Shift + N

     

    If it works in your incognito, return to your regular browser and clear its cache. Otherwise, you can use other supported browsers as an alternative.

     

    Additionally, you refer to this article if you receive a payment from customer: Record an invoice payment.

     

    Furthermore, if you want to gain comprehensive information on your financial reports, you can check out this article for more details: Run reports in QuickBooks Online.

     

    Should you require further assistance with invoices-related concerns, please don't hesitate to reply. I'll be willing to lend a hand.

    A
    AHippieChick
    October 22, 2024

    both responses do not answer the question.  The second reply provides insight on auto fill which IS NOT the issue.  When you svae/close an invoice QB automatically opens another invoice template for you to begin creating and it is ANNOYING as hell.  How do we turn that off???

      E
      Ethel_A12
      October 22, 2024

      A new invoice page should not be opened when clicking Save and close in QuickBooks online. I know the right team that can assist you in further investigating this issue, @AHippieChick.

       

      Since you have the same issue after trying the given procedures by my colleague above, I recommend you try to access other QuickBooks-supported browsers.

       

      If the issue persists, it is best to reach out to our Customer Care team. They can securely open your account and check the cause of this issue.

       

      Here's how:

       

      1. Sign in to your QuickBooks Online company.
      2. Go to the (?) Help.
      3. Use the search field to enter your inquiry and search for Help articles.
      4. Select Contact Us, then select a topic to connect with the right expert.

       

      If you're on the Plus, Essentials, or Simple Start plans, our support hours are Monday through Friday from 6 AM to 6 PM PT. For Advanced subscription users, support is available Monday through Friday from 6 AM to 6 PM PT, and on Saturday from 6 AM to 3 PM PT.

       

      Moreover, if you desire to invoice your customer for partial payment, here is an article you can refer to.: Set up and send progress invoices in QuickBooks Online.

       

      The Community is available to assist you at any time if you have any additional questions regarding invoices. Leave a comment below. 

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