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rebtechcorp
January 23, 2019
Question

Does anyone know what happened to the invoice preview before hitting save and send? How do I fix this?

No text available

8 replies

RaymondJayOQuickBooks Team
QuickBooks Team
January 23, 2019

Hi there, @rebtechcorp, 

 

Thank you for reaching out to us here in the Community. 

 

In QuickBooks Online (QBO), there are two ways see the invoice preview. First, you can click the Print or Preview button at the bottom of the Invoice screen. Secondly, the invoice preview will show up after clicking the Save and send button. You can refer to the screenshot below to serve as your visual guide. 

 

 

If you've already tried the steps above but you can't still see the invoice preview, let's perform some basic troubleshooting steps to help resolve it. 

 

First, let's use a private/incognito browser since it doesn’t store data in the cache. This way, it helps isolate the issue and verify if this is a browser-related issue. Here are the following keyboard shortcuts to open a private browser:

 

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

 

If the private browser works, let’s clear cache in your regular browser. By doing so, it’s a good way to get a clean slate for your browser. You can follow the steps on this article: Clear Browser Cache and Temporary Internet Files.

 

Once done, let’s enable pop-ups for QBO since it helps the website to work properly. Then, you’ll have to log back in to your QBO account and check the invoice preview if it works.

 

Please let me know how it goes on your end, @rebtechcorp. I'm just a comment away if there's anything else you need. I’ll gladly help. Have a good day.

Budget Friendly Bookkeeping
June 26, 2019

Sometimes you simply want to "Preview" or possibly even print, the invoice "Before" saving it.  Clicking on the Preview or Print option at the bottom of the screen, forces the invoice to be saved.  Afterwards, if you don't like something, you are left with either editing the invoice, voiding it, or simply deleting it which simply adds so many unnecessary entries in the Audit Trail.  

 

A simple "Preview" button should be available to do just that - Preview - what you have created or are creating.

 

I'm sure countless hours had been spent discussing this at the Intuit Team Meetings.  I'm sure the CPAs forced their hand and wanted every single step recorded.  However, remember why Quickbooks was created in the first place.  It was meant for "BOOKKEEPERS" and not all the other people who want this or that.  They're not doing the actual data entry JOB!!  You're just making a bookkeepers job more and more of a nightmare...

    lin_jcaj
    Level 9
    June 26, 2019

    If I were in your situation, I'd sure feel the same way, Budget Friendly Bookkeeping.

     

    The option "Preview" button is unavailable in QuickBooks. When you click the Print or Preview button it will automatically save the transaction. 

     

    I'll ensure to personally share this suggestion to our product development team so they'll be able to know your sentiments and might consider this in any future updates.

     

    In addition, you can check our QuickBooks Blog so you'll be updated with all new feature  released in our software.

     

    Just let me know if there's anything else that I can help you with.

    CamelleTModerator
    Moderator
    January 22, 2024

    Thanks for joining the thread, bcting.

     

    I agree it's a great idea to have the preview option before saving an invoice. However, this feature is unavailable. I recommend sending your feedback about this to our Product Development Team. Here's how:

     

    1. Click the Gear icon in the upper right corner.
    2. Under Profile, select Feedback.
    3. Enter your comments or product suggestions.
    4. Then, hit Next to submit.

     

    Additionally, check out this article to help you personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Drop a comment below if you have further questions about managing your invoice. I'll be around to assist you. Take care!

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