Thank you for dropping by the Community, proconqb23.
It can be quite challenging when a feature doesn't work as intended, especially when it affects your ability to create partial invoices from an estimate. Let's work together to ensure a seamless experience with the Progress invoicing function.
As an initial troubleshooting step, sign in to QuickBooks Online (QBO) via incognito mode or private browsing. These modes are designed to prevent data and history linked with a specific browsing session from staying on the device. They also allow an online program to function smoothly. Follow these steps to bring up one:
- Google Chrome: Press Ctrl + Shift + N.
- Safari 11 or newer: Press ⌘ + Shift + N.
- Mozilla Firefox: Press Ctrl + Shift + P.
- Microsoft Edge: Press Ctrl + Shift + P.
Once you've logged in, create a partial invoice from an estimate. If you have successfully done this, it's recommended to clear the cache of your regular browser. This will resolve any issues caused by outdated or corrupted files and ensure that you're viewing the most recent version of the website.
If the issue persists, open your company in a different browser to see if the problem is specific to the one you're currently using. You can also utilize the troubleshooting steps in this article to enhance the system performance: Why is my QuickBooks Online slow?
Furthermore, these guides offer insights into editing a progress invoice, creating one from an estimate, tracking payments, and customizing sales forms. To learn more about the process, you can open each link below:
If you still have additional questions on how to manage your progress invoices and other sales-related concerns, let me know in the comment section below. I'll get back to provide the assistance you need. Enjoy the rest of the day, proconqb23.
