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bowneyjones
Level 1

New UI doesn't save Invoices that I don't send via email. Very annoying.

The new QB Invoice UI looks like it only saves Invoices once I've sent them to the client. I have some clients that don't pay via the QB link so I just send them a pdf. Those invoices are not saved in the new UI.
3 Comments 3
Rubielyn_J
QuickBooks Team

New UI doesn't save Invoices that I don't send via email. Very annoying.

I completely understand your frustration with the new QuickBooks Invoice UI not saving invoices you don't send via email, Bowney.

 

It's certainly an inconvenience to experience this issue, especially when some of your clients require invoices in PDF format rather than the QuickBooks link. Let me share insights and help you with this. 

 

I replicated your concern on my end and was able to save the invoice without sending it. I achieved this by clicking the Subscribe to Send dropdown menu to reveal the Save and Print options.

 

If you don't have those options, we can perform some troubleshooting steps to fix this. There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use either of these shortcut keys to access one:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Then, check if the Save button is showing. Once it appears, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks. Also, an alternative way is to use other compatible browsers.

 

May I also ask for a screenshot of the page where the Save option is missing? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

 

If your customer wishes to make a payment directly, you can manually enter the transaction in your QBSE.

 

If you need further assistance or have more feedback to share, don't hesitate to reach out. Your experience matters, and I'm always here to help you. 

bowneyjones
Level 1

New UI doesn't save Invoices that I don't send via email. Very annoying.

Hi, 

 

Thanks for your response. On my end, there is a button to EMAIL in the bottom right (not Subscribe to Send), if I hit the down arrow next to it i get the option to Save or Print. If i hit Save, it doesn't save the Invoice anywhere where I can find it. 

Adrian_A
Moderator

New UI doesn't save Invoices that I don't send via email. Very annoying.

I appreciate you for getting back to us, Bowney.

 

To ensure the steps I'll be providing the accurate steps, can you share if you receive any error message when saving the invoice? It would also help if you can provide a screenshot of the User Interface (UI) on your end.

 

I'll keep an eye on your response.

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