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LILLIDALLAS
Level 3

BAD CHANGES TO INVOICE PROCESS

QB needs to roll back everything by one week. The invoicing process is junk again, just like this past December. 1. When I create an invoice, I need that scroll bar back so that I can *quickly move up and down the time charges to see which ones need applied to the invoice. It disappeared this week. Bring it back. 2. When you start creating the invoice, the open time charges should populate right away once you enter the Customer/Billable Name. We don't need "Suggested Transactions". We need the time charges to show up right away. This just changed (again). Fix it. 3. The Print Invoice Later checkbox feature (usually at the bottom of the invoice creation screen is missing again. We need this so we can *create an invoice, but only send it once we have the approved timesheets. Bring it back. You guys are re-introducing the same crappy stuff you did this past December, which set us back for months. You are wasting more of our time.

3 Comments 3
KimberlyS
QuickBooks Team

BAD CHANGES TO INVOICE PROCESS

We acknowledge that you have your invoicing preferences and how these can help you carry out related tasks efficiently, LILLIDALLAS.

 

QuickBooks Online introduced new updates with invoices to further enhance the process when dealing with receivables. These changes include the Suggested Transactions tab to add time charges or other entries and moving the Print later option under Manage for convenient configuration in one place. With this, the option to automatically populate hours on your form is currently unavailable. You'll also need to utilize the mouse scroll wheel to see all your suggested entries.

 

Your insights regarding these changes are valuable to us. Hence, I recommend sending feedback directly to our product engineers. They can take note of them and might integrate them when working with future product updates for a better customer experience. Let me guide you on how.

 

  1. Click on the Gear icon, then choose Feedback.
  2. Share your product improvement ideas.
  3. Click Next to submit.

 

Feedback.jpg

 

You can keep track of your ideas or suggestions by visiting this website: Customer Feedback for QuickBooks Online.

 

On the other hand, you can proceed to these steps to locate the Print later feature:

 

  1. Open an existing invoice or create a new one.
  2. Select Manage, then click the Scheduling section to expand the view.
  3. Under More options, toggle on or off Print later.

 

Print later.jpg


Moreover, get familiarized with the latest estimates and invoices experience through this article: See what’s new with estimates and invoices in QuickBooks Online.

 

Furthermore, consider reviewing this material for guidance on personalizing your sales form to further improve business communication: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have other questions navigating your sales forms and invoicing billable time, post your queries in this forum again or use the Reply button below. We're here to ensure all your queries are addressed by providing appropriate and timely responses.

LILLIDALLAS
Level 3

BAD CHANGES TO INVOICE PROCESS

QB user for 26 years, feedback was sent in...and will continue to be sent in. You're an employee, KimberlyS - are you familiar with the three issues I have listed? You have mentioned that they rolled out updates to enhance the process..in your opinion, do any of the three issues I have listed enhance?

DanceIdol
Level 1

BAD CHANGES TO INVOICE PROCESS

Hi there! I understand your frustration, especially after being a QB user for so many years. It can be really tough when certain issues persist even after updates. While KimberlyS can provide some insight from the QB team’s side, I think it’d be helpful to get specific feedback on whether those updates directly addressed your concerns. It might also be useful for others who are facing the same issues. Hopefully, QB continues to improve with user feedback like yours! Macy’s Insite

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