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See what’s new with estimates and invoices in QuickBooks Online

SOLVEDby QuickBooks119Updated 3 days ago

We're releasing a new estimate and invoice layout for QuickBooks Online that can help you land jobs, keep work moving, and get paid faster. Once the update occurs, you will be able to use the new layout automatically with no extra steps required. All of your past invoices and estimates will be available after the update.

Features currently unavailable in the new experience

The following classic invoice features are currently unavailable in the new experience:

  • Adding a new invoice Term
  • Signatures on Mobile
  • Add previous attachments
  • Billable Mileage Tracking


What you can do with the new estimates and invoices

Customize estimates and invoices on the spot

Customize and adjust your forms right on the estimates or invoice you are about to send. There's no need to manage templates - all the options are on each form. QuickBooks remembers your choices and applies them to your next estimate or invoice.

Get invoices paid faster

If you have QuickBooks Payments, you can add options like credit cards, Apple Pay, and bank payments to your invoices. Your customers can pay online right from the invoices you send. 

Track and manage invoices in one place

To see all your invoices in one place, go to Sales, then Invoices (Take me there). Track their progress, send reminders, record payments, and more.

Get estimates approved faster

Your customers can review and approve your estimate online, right from the email you send them. You'll get alerts as soon as they respond.

Track and manage estimates in one place

Go to Sales and select Customers (Take me there). To check the status of all your estimates at a glance, select a customer and go to the Transaction List tab. From there, you can respond to your customers, revise estimates, or convert them to invoices when approvals come in.

Manage it all on the go

Away from your desk? Take care of all your estimates and invoicing tasks with the QuickBooks Online mobile app

When you create or update an estimate or invoice, the mobile app autosaves your work so you can always pick up where you left off. You can also import contacts from your phonebook and send estimates and invoices by text message.

Available features for QuickBooks Online Advanced

  • Workflows - automate tasks like sending payment reminders or new invoices to customers.
  • Smart Suggestions - designed to guide and recommend how to optimize your QuickBooks Online invoices.  
  • Custom Fields - capture another layer of reporting for your invoices.
  • Classes - use to track invoices by department, product line, or other meaningful info.

Add sales tax or QuickBooks Payments

The new invoice experience is not yet available to customers with sales tax or QuickBooks Online Payments. Once sales tax or Payments is enabled, you will be automatically brought back into the old invoice layout.

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