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May 11, 2024
Question

Why does the estimate email sent to customer say it is an invoice

  • May 11, 2024
  • 1 reply
  • 0 views
This is in the body of the estimate email: 

INVOICE

4070

BALANCE DUE

View invoice

1 reply

May 11, 2024

Thanks for reaching out to us, treesplusltd.

 

Upon checking here on my end, there's an ongoing investigation (INV-100722) about the sent estimates that will show as an invoice in QuickBooks Online (QBO). With this, I recommend contacting our support they can add you to the affected user's list and you'll be notified via email once the update is available.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

As a workaround, consider downloading the estimate and sending it outside the QBO.

 

Moreover, I'm adding this article as your reference for personalizing your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

As you send your estimates, rest assured that I'm always here to lend a helping hand. Should you need assistance with any other areas, feel welcome to drop me a comment below.