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blueskyitconsult
Level 1

Invoice won't display. Will send & be received. Can see invoice in email. Won't open, print or download for client.

 
1 Comment 1
Nick_M
QuickBooks Team

Invoice won't display. Will send & be received. Can see invoice in email. Won't open, print or download for client.

Hi there, blueskyitconsult. 

 

Thanks for stopping by the Community, based off of your description, it sounds like there may be an error in the way the invoice was created and sent, so below I'm listing the steps on how to create and send invoices with QBSE in an web browser. 

 

Set up your invoice preferences:

 

Select Invoices from the menu and then select Create invoice. When you create your first invoice, QuickBooks asks you to enter your business info. You only need to do this set up once. Choose the default name, email, address, and logo your customers will see when they get their invoices. If you ever need to change your business info, simply select Edit work info on any invoice.

 

Create an invoice

  1. Select Invoices from the menu, then select Create invoice.
  2. Enter your client's name, address, and email address.
  3. Decide when you want to be paid by and set the date in Due Date field.
  4. Select Add work to add the product you sold or service you performed. Enter a description of the service.
  5. Select Flat rate or By hour from the drop-down menu. Or select By item if you're charging for a product. Then enter an amount.
  6. When you're ready, select Add to invoice.
  7. To add more items to the invoice, select Add work.
  8. You can select a custom invoice number and create a unique message. These are both optional. If you don't pick anything, QuickBooks will use the defaults.
  9. When you're ready, select Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.

 

If you're using an iPhone or iPad or an Android mobile device to send invoices, I suggest checking out the following article, it highlights the above process as well as how to send and create invoices via the mobile operating systems

 

If you have any other questions or concerns, feel free to post them below. Thank you for your time and have a lovely afternoon. 

 

 

 

 

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