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palmettogreenllc
Level 1

On the old app, invoices were organized in order of Past Due, Unpaid and Paid. How do I get my invoices to show in this order?

 
3 Comments 3
DebSheenD
QuickBooks Team

On the old app, invoices were organized in order of Past Due, Unpaid and Paid. How do I get my invoices to show in this order?

Welcome to the Community.

 

I'd be glad to share some information on how we can organize the amount status of your invoices in QuickBooks Online (QBO).

 

We can resort the list by clicking ascending arrow option to show in order Past Due, Unpaid, and Paid. Please see the screenshot below for visual preferences.

 

 

You can also personalize the appearance by adding specific info to your sales forms. Check out this article for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm including this article that shows you how to group multiple payments into a single record, track a partial payment, and so on: Record invoice payments in QuickBooks Online.

 

I'd like to know how you get on after performing these steps, as I want to ensure this is taken care of. Feel free to message me again. Have a great day!

palmettogreenllc
Level 1

On the old app, invoices were organized in order of Past Due, Unpaid and Paid. How do I get my invoices to show in this order?

My mobile iPhone app Automatically reverted back to the old QuickBooks and how it displayed invoices, which was Awesome.

Now two weeks later, it has yet again automatically updated and is showing the new style and I absolutely disgust the new way Invoicing is done and how they display. I can’t even simply go in and edit one word of a description on the invoice without having to constantly toggle to get to the word I’m trying to edit or remove. I am trying to change month of July to say August and it takes a few minutes on each invoice to toggle to sit where it says July so I can change it to August. This does not count how the invoices display. Plus it is very difficult and very difficult to navigate the new app and how to accept payments. I am not a fan of it at all. How do I go back to the old system where the invoice is displayed in an easy to read and easy to edit and copy manner? 

Mich_S
QuickBooks Team

On the old app, invoices were organized in order of Past Due, Unpaid and Paid. How do I get my invoices to show in this order?

Going back to the old QBO system/interface is a great way to view your desired information, palmetto.

 

I understand the convenience of seamlessly accessing invoice information in QuickBooks Online. Nevertheless, this feature is currently unavailable in the software. I recommend sending us feedback about this to help our product engineers enhance your experience when using the program. Let me show you how:

 

1. Sign in to your QBO account.

2. Click the Gear icon.

3. Choose Feedback.

 

4. Enter your product suggestions, for example: "Go back to the old QBO system".

5. Once done, hit Next

 

Kindly explore our QuickBooks Online Feature Requests webpage to keep track of any feature requests.

 

Visit this extra guide about organizing and managing invoices: Invoices and payments help articles in QuickBooks Online.


I'm here for any other questions you have as you work on this. Keep safe!

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