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NDS09
Level 2
posted
‎March 13, 2021 02:30 PM
last updated ‎March 12, 2021 7:30 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Hi there,

 

As of 12/03/21 - Quickbooks Online (Australia) -

When copying a previous invoice sent, it does not copy all of the billing address correctly - it just uses the original address saved on template.

 

Prior to 12/03/21, You were able to copy invoices and it would pull the data across correctly. Now it cuts the manual data you have entered in the past and defaults to the saved addressee.

 

This is problematic, when we bill different clients, from the same organisation 

 

Ie 

John smith

XYZ company

 

& 

Sarah smith

XYZ company

 

 

Now, when you copy the invoice from previously sent invoice,

all you have is 

 

"XYZ company"

 

and the copied line items from previous invoice. 

 

 

This is a huge issue as individual clients have data such as addresses, billing codes , reference number etc. 

 

I have asked live chat and support agents have no idea. Any one know or experienced this before and how to fix it?

 

 

Reply
9 Comments 9
FritzF
Moderator
Moderator
‎March 13, 2021 05:15 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Thanks for reaching out to the Community, @NDS09.

 

To check if this is a browser-related (cache and cookies) issue, try signing into your QuickBooks Online (QBO) using a private browser (incognito). There are times that the browser is already full of frequently accessed page resources, causing some unusual responses.

 

Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Once logged in, try to copy an invoice again to double-check.

 

If everything looks good, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

Please let me know if you have any other concerns by clicking the Reply button below. I'm always here to help. Have a good one!

Reply
NDS09
Level 2
‎March 13, 2021 05:45 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Hi 

 

 

Google Chrome is up to date
Version 89.0.4389.90 (Official Build) (64-bit)
 
Since doing this still no result.
 
I have noted now the following:
 
I have tracked down a relatively new invoice sent. I have copied, and again the data snaps back to the original "Customer" Data. 
 
It appears when you copy invoices now, it is drawing the data from the "Customer" data. instead of the previous invoice. ie. you invoice one company as the "Customer" however it does not take into consideration the invoice that you copied from which might have individualised data.
 
For example 
"Marketing division"
Apple Group
 
"John smith - Client"
Apple group.
 
In our case we bill particular accounting firms that manage client's budgets and plans and they claim and reimburse us. 
 
So we may have 200+ Clients, billed to approx 10 firms
 
This is where the copy invoice function has proved to be useful. Cant really use "recurring transactions" because invoices may change slightly. To do manually, would require putting on another person do to the work which would be crippling!
 
Reply
JessT
Moderator
Moderator
‎March 13, 2021 06:06 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Hi NDS09,

 

I can see that this has affected your business. To check this better, I would recommend contacting our Chat Support. They can start a screen-sharing session to investigate this behavior.

 

If you need more help with invoicing, feel free to go back to this thread.

Reply
DavidS99
Level 2
‎March 17, 2021 04:32 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Hello, I have exactly the same issue, have you found a resolution as yet?

I have spent 1hr 40mins today with a chat service person but with no luck. I have tried using microsoft edge & chrome incognito but also with no luck.

It appears this only happens on invoices that have changed billing details from the original master invoice?

Reply
NDS09
Level 2
‎March 17, 2021 06:41 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Hi DavidS99,

 

I have sent emails to Khairunissa Joy Santillan  - of Quickbooks support, including screenshots of the issue. I have also spent a couple of hours over the weekend to chat support with no resolution.

 

One work around, is putting the client details in the line items. Then the invoice will copy over.

This is OK if the recipient will accept it, however it is a very unprofessional and sloppy representation of our business. 

If we were to have to add each client data, address, client/govt issued number. it would 10x the workload and take hours for invoicing which is pointless for a "copy" invoice function.

 

All the browsers were reset/refreshed. Look like the issue started around the 12/3/21

Reply
DavidS99
Level 2
‎March 17, 2021 09:07 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Thanks for the update.

In the interim I am copying the billing details & email address into the' message on statement' box.

I have this box unchecked in the invoice setting so as it doesn't show on the actual invoice.

I can then copy & paste the customer billing details & email address into the new copied invoice.

I know its another part to the process, but at least the information is there to copy into the invoice until they actually fix the problem.

David Seville

[email address removed]

 

 

Reply
DavidS99
Level 2
‎March 23, 2021 08:52 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

Hello again,

Just wondering if QB have resolved your invoice copying issue as yet. To date they have been unable to resolve it on my side???

David

Reply
Catherine_B
QuickBooks Team
QuickBooks Team
‎March 23, 2021 09:51 PM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday

I do appreciate your for keeping us posted, David.

 

If you've already performed the browser-troubleshooting steps provided by my colleague and you get the same result, I suggest reaching out to us. Our Phone Support Team can open a case to further investigate this issue further. 

 

Here's how to contact us:

 

  1. Click Help at the upper-right and then Contact Us.
  2. Enter a brief description about your concern something like Copy Invoice not copying correctly. 
  3. Click Let's talk and select Start a chat.

For more details in handling your invoices, you can use these articles: 

 

I'll be around the corner if there's anything else that you need help with. Take care and have a great day!

Reply
William Du
Level 1
‎March 26, 2021 06:18 AM

Copying Invoice - Does not copy all client billing address from previous invoice - New issue since yesterday


I just got off the phone with support.

This isn't a bug or an error. This is a "Feature". It's happening on QB's end as well.

And obviously a terrible feature. Please QB revert this back to the way it was. Hot fix this please. We hate it.

Reply