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

SOLVEDby QuickBooks2694Updated 1 month 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. You’ll automatically be able to use the new layout once the update occurs, with no additional steps required. All of your past invoices and estimates will be available after the release.

Learn how to see if you have the new layout, and the benefits of the new estimates and invoices.

To see which experience you have: 

  1. Select + New.
  2. Select Invoice or Estimate.
  3. If you see New by the form title, then you’re currently using the new experience.

Highlight of new invoice experience  indicator at top of sales form in QuickBooks Online.

The following classic invoice features are currently unavailable in the new experience:
Note: Some customers won't be able to opt-in to the new experience if they're using features listed as unsupported.

  • Send Later option
  • Print Later option
  • Reference links displaying matched online transactions
  • Account summary
  • Price Rules
  • Classic sales tax

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 PayPal, Venmo, credit cards, and ACH bank transfers to your invoices. Your customers can pay online right from the invoices you send. 

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, then Invoices (Take me there) to check the status of all your estimates at a glance. 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.

Find out more about workflows for estimates and invoices in QuickBooks Online Advanced.

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