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My customers can’t view my invoice when I email them. I can’t mark an invoice as paid when I send it as a PDF. So basically this app is not fulfilling its most basic function. Am I missing something?

 
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QuickBooks Team

My customers can’t view my invoice when I email them. I can’t mark an invoice as paid when I send it as a PDF. So basically this app is not fulfilling its most basic function. Am I missing something?

Hello jaclyngieni,

 

I appreciate that you've taken the time to bring these issues to my attention. It's important to me that you're able to use all the functions in QuickBooks Self-Employed, especially a staple function like invoicing. I'll help you with figuring this out.

 

The more details about these kinds of situations, the better. With all the details about what's going on, we can more quickly guide you to a resolution. For instance, when you say that your customers can't view your invoices emailed to them, that could mean that they cannot open them, that there's an error message, or they're simply not receiving them at all. Likewise, being unable to mark an invoice as paid when you send as a PDF could result in an error message or you may mean that the button isn't responsive.

 

Each of these things, we could tackle differently. Like if your customers simply aren't receiving the invoices, my recommendation is that they check their email settings to make sure that emails from QuickBooks Self-Employed aren't going to their junk or spam folders. This article can help with that: Receive important email messages from Intuit.

 

As for marking the invoice as paid, whether you're receiving and error message or not, there could be a cache issue at play which is preventing the program from doing what it needs to do. Here's our article for clearing the cache: Clear cache and cookies to fix issues. Although the article is geared for QuickBooks Online, you can use it for QuickBooks Self-Employed as well since all it does it take you through the steps to clear cache in a particular browser.

 

To get one-on-one help and have an in-depth discussion with a member of our support team about the issues, please reach out to QuickBooks Self-Employed support outside of the QuickBooks Community. The agent will be able to gather your details, troubleshoot with you, and let you know what the next steps are for clearing up these problems. Here's how you can get in touch directly in your account.

  1. Select the Assistant feature.
  2. Type and enter "talk to human."
  3. Follow the prompts to start a chat.

Don't be afraid to give the team a shout. We're here to help!