How can I make the actual email match the email preview for estimates? Email surprise to see "review and pay" action button when the email review says "print or save" .

Thank you for taking the time to post your concern here in the Community, @dtoczko .

Allow me to provide you with the troubleshooting steps to fix the option when sending your estimates.

Sometimes, too much cached files can cause the browser to behave abnormally. Let's access QuickBooks Online through a private window.

Here are some key shortcuts for accessing a private window.

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge: CTRL + Shift + N
• Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

If print or save is visible after this, the root cause of the issue must be from your regular browser. You'll want to clear the cache from your regular browser. However, if the issue persists, I'd recommend deleting the estimate, manually creating a new one, and resending it.

Additionally, you can check this article to save time in the future in converting estimates into invoices: Convert an estimate into an invoice in QuickBooks Online

Please don't hesitate to go back to this thread if you have more questions regarding estimates and any QuickBooks-related concerns. Stay safe.

I am having the exact same problem and it is causing customers to not want to view the estimate because of it saying review and pay.  This is not a cache issue.  The estimate email when in quickbooks before hitting send says Print or save.  When you open the actual email received it instead says review and pay.  The cache on your browser would not cause that change especially if it is being opened through email service and others computers/phones, etc.  How can this error be fixed?  Thanks!

I understand how important it is for you to match your email transactions, rustyplumbs. We'll ensure to take this matter seriously.

However, I recommend contacting our support team to add you to the list of affected users and receive email updates.

Here's how:

1. Log in to your QBO company.
2. Select Help (?).
3. Click Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Also, you can check out this link to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to ask questions about estimates and any QuickBooks-related concerns. Don't hesitate to comment down below. Stay safe.

This issue persists, months after it started.  I've used the chat option through contact us twice now and end up leaving the chat after 1-2 hours, as I'm just constantly told to 'stay on the line' as the tech 'works on it'.  

I'm having the same issue as well. Very frustrating!

I am still having the same issue.  QuickBooks apparently isn’t worried about fixing it.  And if the tech people they have responding had any knowledge of technology, they wouldn’t have suggested the cache of your browser.  Nor would they suggest making a new estimate form.  When clearly it is run through their servers/services to send out emails that are opened by others.  I have edited the actual wording of the email to please ignore if it the button says review and pay or whatever the exact wording is and that it is an error that I’m working with quickbooks on trying to fix, that they will not be paying if they click the button.  But like I said, Quickbooks has not done a thing to fix it as far as I know.  I wish I had something else good to share to fix it.  Because it could potentially cause people to lose business.  Extremely frustrating!  

I’m still having the same issue.

Hello, @rustyplumbs. 

Since you're still having an error after trying the steps provided above, I suggest reaching back to our Customer Support team. They can isolate the problem you're having and resolve the issue in a safe and secure environment. 

Follow the steps below: 

1. Go to the Help icon to connect to a live support agent. 
2. Select the Search tab and click on the Contact Us button. 
   
3.  Select a topic for your concern in the What can we help you with? section.
4. You'll now be provided options on how to connect to our Customer Support.

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

Check out the following article on how to set up, update the status, and convert an estimate to an invoice: Create and send estimates in QuickBooks Online. 

I understand the significance of resolving this issue promptly. If you need further assistance or have additional questions, please feel free to reach out. We're always here to help!

I'm starting to think the Intuit Employees in this forum are just bots.  They're obviously not AI, as AI would learn that the scripted answer they give about contacting Customer Support is not resolving this issue.  I can't get Customer Support to escalate this issue, as they claim they can resolve the issue just as long as I 'stay on the line' as the 'tech continues to work on it'. 

@MJoy_D , how do we get this issue escalated to someone in development that can actually resolve it?

 @rustyplumbs have you noticed whether it makes a difference if you create a new estimate or make a copy of an old estimate?  What I find the most frustrating (other than QuickBooks inability to resolve the issue) is the randomness.  I can send two estimates out on the same day.  One estimate will say 'Review and Approve' while the other will say 'Review and Pay'.

You took the words right out of my mouth. These replies definitely feel heavily scripted / copy pasted if nothing else. It’s very frustrating. When I signed up for QuickBooks in 2017, you could call and speak to a real human being at any time with any issues you were having.