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gavin_rogers
November 8, 2022
Question

Why has option to email an invoice once payment has been applied disappeared?

  • November 8, 2022
  • 1 reply
  • 0 views
A feature has disappeared and I’m not sure if its meant to be that way or that my iOS app has a glitch. Until recently when I applied a payment to an invoice the option was there to then email that paid invoice to my client. The option has now gone, meaning I have to go back and find the paid invoice to send it to my clients. Makes no sense to have removed the option to send it at the point where the payment was applied and saved.

1 reply

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GeorgiaC
November 8, 2022

Hi gavin_rogers, thanks for joining the QB Community - we're not aware of any updates to remove this feature; can we confirm if you're using QB Online or QB Self-Employed, and the app version that you have installed? 🧐

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gavin_rogersAuthor
November 8, 2022

Hi - I am on iOS app v22.10.3 

I open an invoice and click the + to add a payment. Once I do this and save I get the saved notification but the usual three dots top right where the option to email, etc. usually would be is missing. So I have to click the go back, top left, then scroll down to the history part and find the paid invoice there. I select it and it opens with the three dots top right, etc. I believe I’m QB Online.  

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Carneil_C
November 8, 2022

Thanks for the prompt response, gavin.

 

Beforehand, I appreciate the additional details you've added. I've got some troubleshooting steps to help you sort this query about the option to email an invoice once payment has been applied.

 

We can try refreshing your QBO app first to refresh the applications and resolves common issues. Thus, we can ensure that your mobile app is updated to its latest version.

 

Here's how to do it in the QuickBooks Online app on your iOS:

 

  1. Go to the Menu ☰ and tap Help & Feedback.
  2. Click Refresh Data.
  3. A message appears "Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes."
  4. Tap Refresh to confirm.

 

Once done, uninstall and reinstall the app to start with a clean slate.

 

If the issue persists, I'd recommend using compatible browsers for Apple devices and performing the transactions again.

 

Furthermore, you can check this article with a comparison chart to give you more details about the available features in QBO mobile app: Compare mobile app features.

 

Feel free to reply to keep me posted on your progress. I'm determined to help you succeed. Keep safe always! 

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