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I understand how important to use the the previous workflow when opening the invoice for preview, reidjwilliams.
For now, these options are unavailable. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.
You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.
Here's how:
In the meantime, if you have the option to go back to the previous interface, you can utilize it to access the new tab for printing or downloading.
Also, you can modify the invoice template to decide how you want it to look when printing: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Reach out to me if you have more questions about managing invoices. I'd be more than happy to help you. Have a great day.
Hello reidjwilliams,
To ensure your QuickBooks documents can be printed successfully, could you please specify the exact data you were attempting to print?
I'll keep an eye on your response.
1) When Creating a new invoice.
2) When Editing an Invoice.
Thank You!
1) Upon completion of a New Invoice.
2) When editing an invoice.
(the option expands from the bottom right Green box of options.)
Thanks for your active participation and for providing us with more details about your scenario, @reidjwilliams. This will allow me to assist you better and provide an accurate solution and information based on your specific goal.
To start off, when you say Print and Download, are you referring to the Print or Preview button on the Invoice page? If so, please know that the Print preview page will pop up from the same page and it's working just as how it's designed. Also, I've replicated your scenario here on my end and I was able to close the page by just hitting the close button (x) instead of the browser's back button.
See the image below for your reference:
On the other hand, you also have the option to print and download your invoices from the Sales menu which you'll be routed to a new window. I'd be glad to show you how:
However, if the given situation above isn't what you meant, feel free to let me know by leaving a comment below. I'd be pleased to assist you further and provide clarifications.
Moreover, customizing the appearance and layout of your sales forms is a simple yet effective way to enhance your business communications. This will enable your customers and clients to view your forms in a clear and eye-catching manner. To discuss more about this, feel free to check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Thank you for reaching out! I'm here to provide you with any further assistance you may need. Please don't hesitate to ask any invoice-related questions or provide more details by simply hitting the Reply button. I'm dedicated to guiding you through this process and ensuring that all your concerns are addressed. Have a great day ahead.
Thank you for your detailed response and assistance! I will elaborate in efforts to better describe my issue.
In the past, the way that you describe was the case for me, and everything was just fine. However, for the past couple months (after quickbooks started forcing the new Invoice Layout) the way that you have described is not the same on my end.
I am on a Mac using Safari.
If I create a new Invoice or choose to edit an existing Invoice, at the bottom right of the screen I am presented a green dropdown menu. By default that dropdown says "Review and send". Upon opening that menu I have the option "Print and download" (as well as "Receive payment" and "Send link".
If I click "Print and download" the Invoice will open within the same tab of the Safari browser. It is not a pop up window, nor a new tab. It merely takes over the existing Tab that I have quickbooks online open in.
Once the Invoice is displayed, I can hover over the lower part of the page and am presented with 4 icons. (Decrease size, Increase size, Open in Acrobat, Download). There is no "X" to close this page (unless I close the Tab entirely, which will thus close Quickbooks online). The only way that I can return to quickbooks online is to choose the back button in Safari. This returns to a new blank invoice. From there I am able to click the "X" at the top right corner.
What I would like to see is when I choose "Print and download" is for the Invoice to open in a pop up as you describe. Again, this was how this process worked prior to the new Invoice Layout. If I revert to the old Invoice Layout, all is well. However, quickbooks basically informs me that I had better get use to the new Invoice Layout because soon I will not have a choice. *My feelings regarding this are another topic.
Again, Thank you for your Time, Understanding, and Assistance!
I understand how important to use the the previous workflow when opening the invoice for preview, reidjwilliams.
For now, these options are unavailable. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.
You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.
Here's how:
In the meantime, if you have the option to go back to the previous interface, you can utilize it to access the new tab for printing or downloading.
Also, you can modify the invoice template to decide how you want it to look when printing: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Reach out to me if you have more questions about managing invoices. I'd be more than happy to help you. Have a great day.
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