Invoice save button not retaining save setting

Good morning, @NealRM. 

It's great to see you back in the Community. I hope your day is going well so far. 

Let's try using a private browser or incognito window to help eliminate this problem. Here's how depending on your session: 

• Google Chrome: Ctrl + Shift + N 
• Internet Explorer/Firefox: Ctrl + Shift + P 
• Safari: Command + Shift + N 

If this works, go back to your regular session and clear your browser's history. If this doesn't work, then I recommend trying a different browser. 

Feel free to reach back out if you have any other questions. I'm only a post away. Take care! 

I tried in a private window, then I tried Firefox, then I tried Opera. So neither the private window nor using a different browser worked. 

I also tried clearing the cookies for the site, that also did not work.

I also tried clearing the cache and that did not work.

Then I tried clearing the history, and that didn't work.

I appreciate your prompt reply and for going through the troubleshooting steps,@NealRM.

Allow me to chime in and share some clarifications about QuickBooks Online (QBO) capability.

QBO recently released an update about creating an invoice. Thus, you may experience changes with your sales form. To isolate this issue, you'll want to ensure you're entering the payment from the invoice page by clicking the Receive payment button. This way, you'll have the Save and new as your default option. 

If this is not the case, I suggest sending your feedback to our product engineers. This way, they'll be able to review it and might consider modifying our system UI (User Interface) in the next update. Here's how.

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions. 
4. Then select Next to submit feedback.

Once you're all set, you might want to check out this article for guidance on how to deposit your customers payments in QBO: Record and make bank deposits in QuickBooks Online.

If you need more help in receiving invoice payments or with your invoices, you can always tag me in your reply. I'll be more than happy to help you anytime!

I'm not really sure about the solution you are offering. Are you stating that I should be finding the invoice first and then applying a payment to it? That is not really doable, because many payments cover multiple invoices.   

Hello again, NealRM.

When making a payment to multiple invoices, you can use the Receive payment feature in the + New button in which you'll have the Save and close and Save and new option. But if you go to the Invoices tab in the Sales menu and receive payment, the option that you have are Save and new, Save and close, and Save and send.

To learn more about receiving and recording invoice payments, click this article: Record invoice payments in QuickBooks Online.

Here's also a resource on how you can get more hints about accepting and taking customer payments from QuickBooks: Take and process payments with QuickBooks Payments.

You may also read this reference in case you need help with how to personalize and add specific info to your sales form templates: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

If you have additional assistance while managing your QuickBooks account, let me know. I'll be around to provide further assistance. Have a nice day.

OK. But how does this resolve my issue? The "Save and new" button reverts back to "Save and close" after each use. I have to repeatedly select "Save and new". It didn't use to do that. I could enter multiple payments and the "Save and new" was already selected.

Thanks for getting back to us, @NealRM. I’ll be glad to assist you in sorting this issue about retaining the Save and close button when receiving payments in QuickBooks Online.

We understand the frustration of not having this feature as expected, and the importance of getting this resolved as quickly as possible.

At this time, we have an open investigation (INV-62704) for this exact issue you stated above.

Please contact QuickBooks Online Support so that you'll be added to the list of affected users and be notified via email of any updates.

Furthermore, just in case if you want to make a bank deposit with several checks in a single deposit you can use the Deposit payments into the Undeposited Funds account in QBO. This lets you group multiple payments into one deposit transaction in QuickBooks.

Get back to me here if you have further questions about the information above. I'd be more than happy to answer it for you. Have a nice day.