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.

Having the same problem.  So frustrating.  I wish someone from quickbooks who actually cared could read these posts and understand that the feedback and support system is not working.

I hear you, kschondorf. Let me route you in the right direction for support regarding the issue you're experiencing with estimates in QuickBooks Online.

Currently, there's an investigation about our users' customers receiving an estimate with a Review and Pay action button. Rest assured, our product engineers are diligently working to find a permanent resolution to this problem. While I can't provide a specific timeframe for the fix, I recommend reaching out to our Customer Care Team so they can add you to the list of affected users. This way, you'll receive an email notification once an update becomes available.

Here's how to contact us:

1. Go to the Help menu and select the Search tab.
2. Then, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

You can reach our support team Mondays through Fridays from 6:00 AM to 6:00 PM Pacific Time and Saturdays from 6:00 AM to 3:00 PM.

I'll also share this article on setting up estimates in QuickBooks: Create and send estimates.

Once you're ready to receive your customers' payments, here's a guide on how to do so: Record invoice payments.

We want to remind you that the Community team is available 24/7 if you have any further concerns about creating and sending estimates, kschondorf. Don't hesitate to use the Reply button below to let us know.

It's been over five months since this thread was started, and the issue is at least 6+ months old. I'm not sure I would define that as 'diligently working'. Maybe 'diligently ignoring since we know you're locked into our product and we only spend our time releasing new features that make us more money' would be more accurate.

It's almost June and I am still having this same issue. I don't understand why it takes them so long to fix these issues. This is terrible.

I see the same issue.  This is a bug.  I hope Intuit fixes it soon.

The "Modern" or new estimate experience doesn't have the same problem, and it has better tracking.  However, it's not as customizable as the older template is.

Hi there, @tightcraft.

There's an ongoing investigation regarding this particular concern, and our engineers are already working on a fix. If you haven't contacted our Customer Care Team and wish to get updates, we recommend contacting them so they can add you to the list of affected users. This way, you'll get notifications once it's fixed. Feel free to check this page for more details about the support availability: QuickBooks Online Support.

You can also use a personalized estimates template inside QuickBooks Online (QBO). We'll write down the steps to help you utilize your custom template in the modern estimate experience:

1. Access your QuickBooks Online company.
2. On the left navigational bar, click the +New button.
3. Select Estimates.
4. Click the Gear icon in the top right corner.
5. In the Customization section, toggle the Slider button for which custom fields you wish to show in your estimate.
6. In the Design section, choose your preferred custom template.
7. Enter the necessary details inside your estimate and then click Save or Review and send button when done.

In addition, here's an article to help you convert estimates into an invoice: Convert an estimate into an invoice in QuickBooks Online.

You are welcome to explore the Community space for any further questions or if you need help with estimates. Our team is always here to support you whenever you need assistance. Take care and stay safe.

Thank you Kurt!  The problem with that advice is that as soon as one selects "Other templates" (custom templates) - the email preview ceases to match what the actual sent email message is.  The actual sent email will have a button that says "Review and pay," which is confusing to customers is this is only an estimate.

It's taking way too long to fix this "bug". This is a very important issue that should be resolved.

Hi there, tightcraft.

I agree with my colleague regarding the ongoing problem with estimates showing a review and pay button in QuickBooks Online (QBO). I understand that everyone is eager to see a resolution as soon as possible. However, it's important to note that our engineering team is currently working on this issue internally, and we don't have a specific timeline for when it will be resolved. 

Moreover, I recommend contacting our QuickBooks Support Team to ensure you'll get an update about the resolution status. This way, they can add your company file to the list of affected users and provide this investigation number for easy tracking: INV-103186.

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 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.