Like you, I aim to manage customer invoices smoothly without encountering issues when saving or sending them, @frankie17. Let’s review some troubleshooting steps together, and I’ll ensure we resolve this effectively.
I appreciate you starting the troubleshooting process on your own. To further help solve the issue, I recommend clearing your browser's cache. A full cache can lead to problems when using your QBO account. For better performance, try accessing QBO in a private or incognito window, which can also help manage storage more efficiently. Here’s how you can open a private window using keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
For a guide on clearing your cache and understanding the system requirements, please refer to these articles:
If the issue persists, I recommend contacting our Live Support team for further assistance. They will look into why the send and save buttons are disabled when creating an invoice and assist in resolving this.
Here’s how:
- In QuickBooks Online, go to the Help menu.
- Select the Search option and type "contact support".
- Choose the Contact Us tab.
- Enter the question, keyword, or topic you need help with.
- Follow the prompts, then choose a way to connect with us.
Furthermore, you can customize your invoices to align with your brand identity, emphasize particular details, and create a professional appearance for customers.
To keep track of invoices due on a specific day, generate a Transaction Detail By Account report. You can customize this report to show only the invoices you want to monitor.
Managing your financial records can sometimes be complex, but our QuickBooks Live Expert Assisted team is here to support you. They will help you pinpoint essential dashboards and provide insights to improve your comprehension and effectiveness in managing your business.
Think of this thread as your primary reference for any queries regarding invoices or any other QBO issues. Feel free to start a new discussion in the Community space whenever you need additional help.