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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.
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8 Comments 8
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

RoseJillB
QuickBooks Team

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.

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