Welcome to the Community space, Dmenneto. You can choose the Save and close or Review and send options located in the dropdown menu. I'm here to help with any insights you might need.
QBO operates in a sticky mode, which means it remembers your last selection and uses it the next time you access that feature. If you want to set the review and send option as your default, you can choose it from the dropdown menu.
If the options are still unavailable, I recommend performing some basic troubleshooting instructions to see if it's a browser-related issue. Let's begin by opening your account in an incognito or private window and completing the activity again.
Here are the keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
If it works, go back to your regular browser and clear its cache. Clearing the cache or cookies is the best way to start fresh and ensure optimal performance. Otherwise, using other supported browsers can be a good alternative to enhance your QuickBooks experience.
Additionally, if your customer has completed a payment and you need to log that transaction, you can find this article helpful for step-by-step guidance: Record invoice payment in QuickBooks Online.
Your satisfaction is the cornerstone of our commitment. Should you need additional help with your invoices or experience any hurdles, don't hesitate to get in touch. We are here to support you every step of the way.
