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gavin_rogers
Level 1

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

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.
11 REPLIES 11
GeorgiaC
QuickBooks Team

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

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? 🧐

gavin_rogers
Level 1

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

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.  

Carneil_C
QuickBooks Team

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

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! 

gavin_rogers
Level 1

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

Hi there - I have tried to find the Help & Feedback option in the iOS app but I do not have the same options presenting in the user interface as you have suggested. I tap Menu and there is no Help & Feedback option. Only a green Help? top right and also a Help? third from the bottom of the Menu. Clicking either of those Help? icons leads to a screen where the only options are for Articles and support or Ask QB assistant a question.

 

Ashleigh1
QuickBooks Team

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

Hello Gavin_rogers,  does the three dots are showing in the top-right corner of the invoice payment, from here you should have the option to email which creates a payment receipt.

gavin_rogers
Level 1

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

Hi Ashleigh, as I originally stated the three dots are missing in the invoice payments ui after I apply a payment and hit save. At that point the ui loses its three dots, which is a new thing as previously they were there and I would just choose email to send the paid invoice to my clients showing their zero balance.  

GeorgiaC
QuickBooks Team

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

Thanks Gavin, are you still unable to see this option after uninstalling and reinstalling the app? 

gavin_rogers
Level 1

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

As described earlier I have not been able to get the first part of the process sorted so have not yet uninstalled/reinstalled the app. I first need assistance in finding the Help & Feedback section in the iOS app as it is not where you said it would be. There is no option to Refresh Data in the iOS app. So do I just ignore that step and uninstall?

 

Giovann_G
Moderator

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

Hello, Gavin.

 

It's strange that when you tap the menu bar on your QuickBooks mobile app, the Help & Feedback option isn't there.

 

This unexpected behavior could have been brought on by out-of-date data that was kept on your QuickBooks mobile app. Before uninstalling the app, let's clear some app's data directly on your phone settings.

 

Here's how:

 

  1. From your phone's settings, select Settings.
  2. Click on General, then choose iPhone storage.
  3. Look for an app that takes up a lot of space.
  4. Tap Offload App to free up the storage without deleting the documents and data for the app.

 

After that, check if the option is already available. If not, proceed to uninstall and reinstall the app. 

 

You may also consider sending invoices using your mobile web browser as an alternative. Refer to this article for more detailed information: Create invoices in QuickBooks Online.

 

Do you want to improve your company's brand by adding a well-designed logo? If so, I've included this resource which provides the guidance needed to accomplish it: Add, customise, or remove logos on sales forms.

 

Feel free to post again if you need anything else. We're always here to help you.

gavin_rogers
Level 1

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

Hi - firstly as far as the Help & Feedback option is concerned I ‘m not sure why you have shown me a screenshot of the browser version of QB as I said I am using the iOS app and there is no Help & Feedback section in the app. 

I have included a screenshot to show what view I get in the iOS app once I have applied a payment to an invoice and saved. Previously I would get the same screen as the attached but top right there were three dots where I could then choose email. That is what has disappeared. 

I have uninstalled and reinstalled the iOS app but it has not changed anything. 

GeorgiaC
QuickBooks Team

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

Hi Gavin, thanks for completing that troubleshooting step - as we don't currently have any other reports of this issue, we'd be grateful if you could escalate this via our chat support. They'll have the tools required to transfer your case over to our higher team so that this can be investigated fully. :)

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