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lennesbros
Level 1

Is QB changing its format?

When I email invoices now the customer has to click the "pay invoice" and then view invoice to see itemization? Our estimates look like dot matrix report for the 80's with now letter head.
1 Comment 1
Nick_M
QuickBooks Team

Is QB changing its format?

Hey there, lennesbros. 

 

Thanks for stopping by the Community, while our product changes regularly to incorporate new features and standards to sustain a successful business model for companies like you and many others, there doesn't seem to be a recent change that affects invoices in the manner in which you're referring too, However, don't worry, because I'm going to guide you on how to email invoices correctly as-well-as how to print and record invoice payments. 

 

To email or print a single invoice, follow these steps:

  1. Select Sales, then invoices from the Toolbar.
  2. Find the invoice in the list of transactions.
  3. Select the drop-down arrow in the Actions column. From there you can choose to Print, Send or Send reminder.

To email or print multiple invoices:

  1. Select Sales, then Invoices from the Toolbar.
  2. Find then mark the boxes on the left of transactions. 
  3. On Batch actions drop down arrow, select either: Send invoices, Send reminder, or Print invoices

Should you find yourself wanting to record your invoice payments, check out this helpful article, it highlights the process and can direct you right to where you need to be. 

Also, I'm including a link to our QuickBooks Blog. That's where the most current news and information is posted about change made and features added to the QuickBooks Product. 

 

If there's anything else I can help with, feel free to post here anytime. Thanks for stopping by the Community and have yourself a lovely afternoon.

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