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herman_dsouza
Level 1

Why can’t the clients access te payment info from the invoice

 
1 Comment 1
ReymondO
QuickBooks Team

Why can’t the clients access te payment info from the invoice

 

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product, @herman_dsouza.

 

This can be the reason why your clients are unable to access the invoice payment info. 

 

Let me share with you some basic troubleshooting steps that will help you fix this right away.

 

First, ask them to access their account using a private window. This mode doesn't record any activity on your local device. Here's how:

 

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

 

If they're able to access the payment info, then they can go back to their regular browser and clear its cache. They can also use a different supported browser to view the payment info. This might be a temporary issue with QuickBooks and the current browser that you use.

 

In addition, you can run the Profit and loss report to view the summary of your income and expenses. This way, you can see how efficient is your business are. Just go to Reports and open the Profit and loss report.

reports.PNG

If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe.