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yorkiemom2
Level 2

New Style Invoice Side Menu pops up with every new invoice created

Every time I create a new invoice (new style) the side menu pops up that shows where it be edited such as customization, payment options, design and automation.  Is there a way to stop this from popping up with each new invoice or is this just standard for the new style invoice?

4 Comments 4
MichelleBh
Moderator

New Style Invoice Side Menu pops up with every new invoice created

The company is constantly seeking ways to improve its products, @yorkiemom2.

 

Currently, stopping the pop-up where you can edit the transaction in the invoice new experience is unavailable. This is part of the update to let customers know they can customize their sales forms anytime. To temporarily remove the window, I'd suggest clicking the Close →.

invoice new experience.PNG


I understand how inconvenient it is to be unable to stop the customization window. I'd recommend sending feedback to our product engineers. They can review your suggestions and consider adding them to future releases. 

 

Go as follows:

 

  1. Go to the Gear icon on the upper right-hand. 
  2. Select the Feedback button. 
  3. Type your suggestions in the field and click Next

feedback.PNG

 

Rest assured that they're constantly working to improve the product and give all QuickBooks users the best possible experience. You can also vote, comment on ideas, and suggest your own by going to this link: 

Customer Feedback for QuickBooks

 

Furthermore, see the following articles to learn how to pay your customers directly via credit card or ACH transfer in QuickBooks and record the payment:

 

 

Do you need more help completing other tasks in QuickBooks? Please let me know, and I'll assist you with some guides and other pointers. Keep safe. 

Repairs2day
Level 3

New Style Invoice Side Menu pops up with every new invoice created

Are they going to give us an option to stop it from popping up? It is very annoying.

BigRedConsulting
Community Champion

New Style Invoice Side Menu pops up with every new invoice created

@MichelleBh  RE: Currently, stopping the pop-up where you can edit the transaction in the invoice new experience is unavailable.

 

Well then that's not an improvement. The entire new invoice experience is a steaming mess. Hard to believe Intuit is foisting this on customers - that you'd even think it ready for anyone to actually use to run their business.

Megan Lag
Level 1

New Style Invoice Side Menu pops up with every new invoice created

This is a horrible update to the software. It appears as though I have to indicate my payment options now on every invoice, even though I set the standards months ago in the account for payment options. This is extremely cumbersome to have to make sure every invoice now indicates its own payment options? I've used QuickBooks for over a decade and this is by far the most annoying update thus far.

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