Welcome to the Community space, Expert. You can choose the review and send options located in the dropdown menu. Let me share some valuable insight about this.
QBO operates in sticky mode, so your most recent selection will automatically apply the same option the next time you use the feature. That being said if you want to default the review and send option, you can select it from the dropdown menu.
Since the option isn’t highlighted, I recommend performing some basic troubleshooting instructions to see if it's a browser-related issue. QuickBooks experiences unusual behavior due to stored internet cache files. Let's begin by opening your account in an incognito or private window and completing the activity again.
Here are the keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
If it works, return to your regular browser, clear its cache to remove unnecessary data, and start fresh. You can also consider using a different supported browser to enhance your QuickBooks experience.
Moreover, if your customer has already made a payment and you want to record that transaction, you can refer to this article for guidance: Record invoice payment in QuickBooks Online.
Your satisfaction is our top priority. If you need further assistance with your invoices, don’t hesitate to reach out. We're still here to assist if you encounter any challenges with the process.
