You've reached the right place for help, tsunamic.
The behavior you're experiencing after sending an email to your customer can be fixed by some basic troubleshooting steps. This will help isolate and identify browser-related issues that cause the customer screen to revert back to the previous customer.
First, let's try using a private or an incognito browsing session. Since this doesn't store cache, it's a good place to check if this issue has something to do with your browser's cache. Follow these keyboard shortcuts to start an incognito session:
Here's how:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
- Microsoft Edge: Ctrl + Shift + P
If it works, you may want to clear the browsing history of your regular web browser. This will remove previously-stored browsing data that might have caused the issue. Otherwise, you can try using other supported browsers to be thorough.
You can also check out this article to learn more about customizing templates in QBO: Customize invoices, estimates, and sales receipts in QBO.
If you want to review the invoices you made, run the Invoice List. Pull this up by going to the Reports menu at the left pane then type Invoice List on the search bar.
As always, you can visit us again if you need help while working with QuickBooks. It will be my pleasure. Stay safe and have a great day ahead!
