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I'm here to ensure you can successfully send invoices to the client in question, Chris.
I'd like to know the specific error you encountered when sending the invoice. In the meantime, let's perform some troubleshooting steps to isolate the issue. QuickBooks occasionally experiences strange behavior due to internet cache files.
Begin by using an incognito mode when sending the invoice to the specific client. Here are the keyboard shortcuts:
If it's successful, I suggest clearing your cache and cookies to refresh website preferences that might be causing problems when you use the program. If not, you can use a different supported browser. The QuickBooks version you're currently using may have a temporary malfunction.
If the issue persists, I suggest contacting our Live Support team again. They have the necessary tools to initiate a screen-sharing session to review your account and determine the underlying cause of the problem. See the contact details and support hours in this article: QuickBooks Online Support.
Refer to this article to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I can always circle back if you have additional questions about invoice-related concerns. You can utilize the comment section below, and I'll be here to assist you. Have a good one.
This isn't an end-user issue (e.g. browser, cache, computer or mobile device).
I have a recurring invoice transaction set up for this client. That invoice won't send via QBO. I login to an error. Recurring transactions aren't initiated by my browser; it's a backend function to send emails. The send failure also happens with manually created invoices (for this client).
I can see how logins, loading content, uploading, downloading or interacting with a web app can be affected by browser selection and caching. However, I have used several browsers in the past just to rule out any possibilities. The change hasn't solved the issue.
I have contacted support several times about this particular email issue. It seems to be resolved for a short time and then starts happening again. My client is accustomed to getting manually sent emails with a PDF attachment of the invoice (which is exactly what I am trying to avoid).
Here are the case numbers for this particular issue:
I also have an AOL email that I try to send an invoice to and it fails everytime from QBO for this customer. This is an ongoing problem.
I can see the challenges you've encountered as you send your invoices, FireSafety. Please know that this is not what we want you to experience.
Since you're still experiencing issues as you send the invoices to your customer, you can use a private browser to rule out any browsing history or cached files causing the problem. Here are the shortcut keys for accessing private browsers:
It's also recommended to clear your browser's cache and cookies. Also, you can use other supported web browsers that can help identify if the issue is related to your current browser.
If the issue persists, it's best to contact our care support. This way, they can assist you properly and investigate the cause of this concern by pulling up your account.
Here's how:
You can also find our representative's hours in this material: QuickBooks Online Support.
After your customer pays the invoice, you can now record invoice payments in QuickBooks Online. This way, it can connect to the open entry and will balance your accounts.
The comment section is always open for any inquiries you may have. Feel free to leave them, and we'll be right here to help you.
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