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ACSCalifornia
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

After the update. Now when I send an Estimate, the email received by my customer comes with "Invoice Number" which is the Estimate number instead. "View Invoice" link which when clicked open the Estimate approval page. "Balance Due" with nothing in it. The email body makes reference to the Estimate. 
This is getting my customers confused as ther link pops up to the eye and they reaching questioning why they're getting an invoice instead of an Estimate.
4 hours on the phone with three different support levels ending up in a "we'll reach out with a solution..." a week ago and silently the service request was closed, no a word from QB and issue persist. I feel I'm alone on this one and QB doesn't really give a dime about their curtomes and many out there share my sentiment.
See image for details

17 Comments 17
LeizylM
QuickBooks Team

Estimates emailed from QBO comes out with a "View Invoice" Link

I understand the frustration you've experienced with the Estimates emailed from QuickBooks Online (QBO), ACSCalifornia.

 

Currently, there’s an open investigation about the issue with Estimates not displaying correctly when sent. Please know that our software engineers are aware and they've been all hands on deck working to fix this as soon as possible.

 

I recommend contacting our Customer Care team again so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. 

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Select Contact Support Team.
  4. Type again Talk to a human and click Contact Support Team.
  5. Choose a way to connect with us.

 

I've added these articles to learn more about how to personalize and add specific info to your sales forms:

 

 

I appreciate your patience as we work through this. If you have any other concerns, please don't hesitate to drop a comment below. Take care!

ACSCalifornia
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

I was told that I was added to the list of affected customers. Though I don't believe that means anything. Service Request has been closed already and everytime (this is not the first issue I've experienced) is the same. Nobody reaches, Service Request is closed, all of the sudden things work.
I really lost hope on QB support,  they're good when it comes to teaching, not fixing.

rgsitconsulting
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

It's been 6 weeks and this is still an issue.  How is this 'all hands on deck'?

ArielI
QuickBooks Team

Estimates emailed from QBO comes out with a "View Invoice" Link

I understand the inconvenience this has caused you, @rgsitconsulting.

 

I have checked on my end and found that the investigation for the issue you were experiencing has been resolved recently. However, since you are still facing the same problem, I suggest you get in touch with our QuickBooks Online Support team again. They can provide insights into any recent updates or changes that might have caused this behavior. To contact them, please follow these steps:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help icon.
  3. Click the Search tab and select Contact Us.
  4. Provide a summary of your concern and click Continue.
  5. You can choose either chat with us or have us call you.

 

Furthermore, you can read this article to learn how to convert an estimate into an invoice in QuickBooks Online: Convert an estimate into an invoice in QuickBooks Online

 

Thank you for your patience and understanding. Let us know if you have further questions about your estimates in QBO. I'll be happy to help. Have a good one.

rgsitconsulting
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

Good try with your 'All is well' script, but I did contact support, and they told me that they would look into it.

Hazel2019
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

Has this issue been fixed because it is still saying view invoice to our customers when I email an estimate. It never did this prior to this month for me. It's very confusing to customers.

rgsitconsulting
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

Anonymous
Not applicable

Estimates emailed from QBO comes out with a "View Invoice" Link

Hi there, @Hazel2019.

 

Currently, we have an ongoing issue with estimates being sent from QuickBooks containing an invoice link. I understand the importance of having this fixed to seamlessly send your estimation to your clients. However, since our engineering team is working on this internally, please know that we cannot provide a turnaround time regarding their efforts. 

 

Moreover, to ensure you'll get an update about the resolution status, I recommend contacting our QuickBooks Support Team. This way, they can add your company file to the list of affected users and provide this investigation number for easy tracking: INV-100722.

 

To reach them, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to take note of their support schedule and hours: QuickBooks Online Support

 

We appreciate your patience while we’re working on this one. Please know that the Community always has your back if you have additional questions about QuickBooks. I'll be right here to help.

water89
Level 2

Estimates emailed from QBO comes out with a "View Invoice" Link

We are STILL having this issue. It is unacceptable that we are dealing with this headache as we sent out multiple estimates a week. Do you have ANY update on when this issue will be resolved???

Hazel2019
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

Same for me. I can't believe it hasn't been fixed going on 2 years now. It is such a pain.

rgsitconsulting
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

Do you use estimate templates or copy old estimates to make new ones?  I've found that since recreating my templates and not copying old estimates, I have not had the issue in a while.

Rusimyhr
QuickBooks Team

Estimates emailed from QBO comes out with a "View Invoice" Link

This is not the kind of service we want you to experience, @water89 and @Hazel2019. Let me chime in so you can use the Estimates seamlessly in QuickBooks Online.

 

Our system engineers have discovered that the issue is related to having Plain text selected under Online delivery in your Sales settings. I'll provide the steps on how to change it.

 

Here's how:

 

  1. Click on the Gear icon in the top right corner
  2. Select Account and Settings.
  3. Go to the Sales tab, and scroll down to Online delivery.
  4. Change the Plain text to Online invoice.
  5. Click Save.

 

 

This solution has resolved the issue for most users experiencing it. I also recommend following the workaround provided by @rgsitconsulting, which is greatly appreciated. However, if you've already tried this and are still encountering the problem, I strongly recommend contacting our QuickBooks Online live support team. They can provide real-time assistance and additional solutions on this issue.

 

To contact live support:

 

  1. Navigate to the Help menu.
  2. Click the Search option and type contact support.
  3. Choose the Contact Us tab at the bottom.
  4. Follow the prompts, then choose a way to connect with us: Have us call you or Chat with us.

 

For more details about how to contact us and our support hours, please check this article: Get help with QuickBooks products and services.

 

Additionally, if you're looking to understand the process of transforming an estimate into an invoice in QuickBooks Online, this article provides a thorough guide: Convert an estimate into an invoice in QuickBooks Online

 

We greatly appreciate your patience. If you have any further inquiries about managing your estimates or anything else related to QuickBooks, please don’t hesitate to reach out. The Community is always ready to assist you.

water89
Level 2

Estimates emailed from QBO comes out with a "View Invoice" Link

I tried changing the setting that Rusimyhr suggested and it worked! I hope that it works to fix your problem as well. I'm so glad to finally have this fixed! 

water89
Level 2

Estimates emailed from QBO comes out with a "View Invoice" Link

Thank you for posting this solution. There's no telling how many people will google this problem and finally see how to fix it. You call quickbooks customer service and they can't help, you talk to the quickbooks "AI" messenger and it is no help. But right here on the quickbooks forum, we finally have the answer. Woo! 

SashaMC
Moderator

Estimates emailed from QBO comes out with a "View Invoice" Link

Hello water89!

 

Comments like this make us happy! I am so happy this forum gave you the answer you needed! If you have any other questions, you know where to find us! 

Hazel2019
Level 3

Estimates emailed from QBO comes out with a "View Invoice" Link

This fixes the issue for estimates except that I don't want "online delivery" of invoices due to issues we have had with online delivery. I can only select online delivery for both estimates and invoices in the settings. I want to be able to just email a pdf attachment from Quickbooks like I had been doing for several years. I have no other choice but to attach the pdf estimate to my own email and send from there instead of the much faster way to send from Quickbooks like I had been doing for many years. It looks like this is an option that is not returning. Thank you for your help but this fix won't work for me unfortunately since I don't want online delivery of invoices.

BigRedConsulting
Community Champion

Estimates emailed from QBO comes out with a "View Invoice" Link

@Rusimyhr 

RE: This is not the kind of service we want you to experience, @water89 and @Hazel2019. Let me chime in so you can use the Estimates seamlessly in QuickBooks Online.

Our system engineers have discovered that the issue is related to having Plain text selected under Online delivery in your Sales settings. I'll provide the steps on how to change it.

 

Well actually it sort of is, because it is what Intuit shipped without testing properly. And then also failed to figure out for a year and a half.

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