Hi there, csitruck. I'll share some basic troubleshooting steps so you can edit your invoice.
First, you'll want to make sure that you have the appropriate access to edit the invoice. You can coordinate with the company admin so they can adjust your permissions.
If you already have the necessary access, let's move on to troubleshooting potential browser issues. QuickBooks sometimes shows unusual behavior and encounters performance issues brought on by browser problems. I recommend editing the invoice in an incognito window or private browser to determine if it's due to stored internet cache files. The keyboard shortcuts are as follows:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
If it's successful, return to your regular browser and clear your browser's history to start afresh. If not, you can also utilize a different supported browser because the one you're using now may have a temporary problem.
You can also personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm always around and ready to help you if you need further assistance or have questions about handling sales-related activities. Leave a comment below. Have a good one.
