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Level 2

Email invoice button says "Print or save" instead of "Review or pay"

The button in the email for invoices used to say "Review or pay", but now it changed to "Print or save". When I go to the Custom Form Styles and preview the email template, the button still reads "Review or pay", but when I go to send an invoice to a client, the button reads "Print or save".

 

What button text does the client see? 

Does the button still lead to online payments? 

Or is this an error within QB Online? 

 

Would love to know what the customer can see in the email and if there is still a way for them to access online payments. Thanks!

Solved
Best answer 12-31-2018

Accepted Solutions
QuickBooks Team

Re: Email invoice button says "Print or save" instead of "Review or pay"

Thanks for the prompt response, @kaceelaine.

 

Since this is still happening even after trying out the steps I've provided, I suggest giving our Customer Care Team a call for further assistance. They have tools like screen-sharing that can help double check why the invoices showing the Print or save instead of the Review or pay button.


Here's how to reach them:
1.    Go to https://help.quickbooks.intuit.com/en_US/contact.
2.    Select a topic twice.
3.    Scroll down and click the green Get Phone Number button to get their contact information.


Please let me know how it goes after contacting them. If you have any follow-up questions, leave a comment below. I'm always here to help. Wishing you the best!

View solution in original post

11 Comments
Level 1

Re: Email invoice button says "Print or save" instead of "Review or pay"

I experienced the same thing just now...super confusing. Thanks for starting this thread. I did a test by sending an invoice to myself. The email received as my test still says "Review and Pay", while the email preview (before I sent) said "Print or Save"....so it looks like the customers still get the review & pay button with the link going to the invoice as intended. May just be a preview error or maybe quickbooks thinks they're giving us the a more relevant text as "admins". Hope this helps. - Jimmy
QuickBooks Team

Re: Email invoice button says "Print or save" instead of "Review or pay"

Hi there, kaceelaine.

 

Let's check your payment method and get the "Review or pay" button back.

 

The "Review or pay" button appears when you choose any of the online methods on the Send email screen. Please refer to the screenshot below.
 
You may also want to watch this YouTube video about sending invoices with online payment options: https://www.youtube.com/watch?v=HZMWcrPGlwE

 

Feel free to leave a comment below if you have any other questions. Have a good day!

Level 2

Re: Email invoice button says "Print or save" instead of "Review or pay"

Hi @Mark_R

 

Thanks for your response. Unfortunately, even with one or both payment options selected the button says "Print or save". See my screenshot. It must be a bug in the system? 

QuickBooks Team

Re: Email invoice button says "Print or save" instead of "Review or pay"

Hello there, @kaceelaine.

 

Thanks for letting us know the outcome of @Mark_R's steps. Allow me to join the conversation and help get the Review or pay now button back on your invoices.

 

There's a possibility that your local internet cache files might be the reason why it’s showing as Print or save. Let’s perform some basic troubleshooting to fix the problem.

 

Sometimes the cache stores up in your system and causes issues in your web pages like errors inside your QuickBooks. You can use a private window to check if it’s caused by a common browser problem that needs clearing. 

 

Here’s how:
•    Ctrl + Shift + P (Internet Explorer)
•    Command + Shift + N (Safari)
•    Ctrl+ Shift + N (Google Chrome)
•    Ctrl + Shift + P (Mozilla Firefox)

 

If it works, you’ll need to clear your browser’s cache to fix the unexpected behavior in the product. Before doing so, make sure to take note of your saved passwords and URLs. Once done, here's a helpful article with the steps on how to perform clear cache: https://community.intuit.com/articles/1771559.

 

Give this a try and let me know how it goes by leaving a comment below. I’m always here to help. Thanks for dropping by, I’ll keep an eye out for your response. 

Level 2

Re: Email invoice button says "Print or save" instead of "Review or pay"

Hi @KhimG

 

I've tried an Incognito window, as well as cleared my cache (I'm a techy myself) with no luck. Still says "Print or save" on my end, even with the payment options selected. It looks like someone else in this thread has had the same issue. I'm not thinking it's a cache problem at this point. 

 

However, I appreciate the responses and attempts to resolve. As long as the customer sees "Review or pay", I don't have to fix it on my end. I'm sure it'll work itself out at some point. :)

QuickBooks Team

Re: Email invoice button says "Print or save" instead of "Review or pay"

Thanks for the prompt response, @kaceelaine.

 

Since this is still happening even after trying out the steps I've provided, I suggest giving our Customer Care Team a call for further assistance. They have tools like screen-sharing that can help double check why the invoices showing the Print or save instead of the Review or pay button.


Here's how to reach them:
1.    Go to https://help.quickbooks.intuit.com/en_US/contact.
2.    Select a topic twice.
3.    Scroll down and click the green Get Phone Number button to get their contact information.


Please let me know how it goes after contacting them. If you have any follow-up questions, leave a comment below. I'm always here to help. Wishing you the best!

View solution in original post

Level 1

Re: Email invoice button says "Print or save" instead of "Review or pay"

Same issue here. 

Actually, my clients see "Print or save" as do I when i send myself an invoice. 

 

My clients can't pay my invoices. 

Moderator

Re: Email invoice button says "Print or save" instead of "Review or pay"

Greetings, @expecthuge.

 

Good to see you in the Community. Let's go over your account, and ensure your customers have the option to pay online.

 

To make sure I'm on the same page, may I ask if you activated Multi-currency in your account? If so, you'll see in the invoice email the Print or save button. QuickBooks Online currently doesn't support multi-currency for credit card payments. 

 

If you don't use this feature, let me share some ways to make sure the Review or pay button appears in the customer's invoice email. First, let's check the online delivery method setup in your QuickBooks account. 


Here's how:

  1. In the upper right corner, select the Gear icon. 
  2. Choose Account and Settings.
  3. On the left pane, select Sales.
  4.  In the Online delivery section, select Online invoice.
  5. Click Save.
  6. Hit Done.

Capture 1.PNG

Then, email the invoice again and select any of the Online payment options (Cards or Bank transfer). If you get the same result, I recommend reaching out to our Merchant Support to assist you further. They have the tools to determine what's causing this and get you back to business quickly. 

 

Let me know how things go once you've tried the steps above. I'll be happy to help you further. Have a wonderful day. 

 

Level 1

Re: Email invoice button says "Print or save" instead of "Review or pay"

Multi currency is off. 

Online Delivery is on.

 

Customer still gets "Print or save"

Even though preview says "Review or pay"

 

I'll reach out to them. 

 

Thanks

Level 1

Re: Email invoice button says "Print or save" instead of "Review or pay"

SOLVED:

 

There is another setting on the invoice itself. Make sure CC or bank is selected. 

 

QBO puts settings in multiple locations. For example, you need to enable CC's in the form settings. But that's global. Even though you have it enabled there, you can still have it disabled "locally" on the invoice itself. So before you send your next invoice make sure it's enabled globally and locally. 

Moderator

Re: Email invoice button says "Print or save" instead of "Review or pay"

Hi there, @expecthuge.

 

I appreciate you for sharing an additional step to make sure the Review or pay option is available when sending an invoice in Quickbooks Online. This is a simple yet effective solution and will definitely help other users.

 

Also, I'd like to add our Blog to get the latest product updates and feature releases, as well as additional references while working with QuickBooks: https://quickbooks.intuit.com/blog/

 

Thanks for being a part of our QuickBooks family. Feel free to join us back here if you need anything else. Have a great week ahead. 

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