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carterlandservic
Level 2

Since the update, when we send an estimate the email says invoice and balance due. Is this an internal adjustment that needs to be made?

The link does take you to a page to approve the estimate but it is not clear whether it is an estimate or an invoice.  And since the email says invoice the whole thing is confusing
5 Comments 5
BigRedConsulting
Community Champion

Since the update, when we send an estimate the email says invoice and balance due. Is this an internal adjustment that needs to be made?

It's a known bug. One of many (hundreds?) with the new 'improved' invoices.

ErwinQ
QuickBooks Team

Since the update, when we send an estimate the email says invoice and balance due. Is this an internal adjustment that needs to be made?

I'm here to provide some insights when sending estimates as to why it shows invoice in QuickBooks Online, @carterlandservic.

 

As per checking, I've found an ongoing investigation (INV-100722) regarding the issue when attempting to send an estimate, but the email states about invoice and balance due.

 

Please know that our engineers are working to fix the issue as soon as possible. 

 

With this, I recommend contacting our support team so you'll be added to the list of affected users and receive email updates.

 

Here's how:

 

  1. On your QuickBooks Online, click on Help (?).
  2. Click either tab to get started: Assistant or Talk to Human.
  3. Search Contact Us,  then Start a chat with a support expert.

 

 To ensure your concerns are addressed promptly, they're available M-F 6 AM to 6 PM PT for Plus, Essentials, and Simple Start QBO versions, and Saturday 6 AM to 3 PM PT Advanced, any time, any day.

 

You can check these out to learn how you can convert, and customize your estimates and to receive payments for future reference:

 

Convert an estimate into an invoice in QuickBooks Online

Customize invoices, estimates, and sales receipts in QuickBooks Online

Record invoice payments in QuickBooks Online

 

If you have more concerns related to sending estimates in QBO, don't hesitate to come back to this post by leaving a reply. We're always here to help. Stay safe.

BigRedConsulting
Community Champion

Since the update, when we send an estimate the email says invoice and balance due. Is this an internal adjustment that needs to be made?

@ErwinQ

 

RE: As per checking, I've found an ongoing investigation (INV-100722) regarding the issue when attempting to send an estimate, but the email states about invoice and balance due.

 

It's clearly a bug, not an "investigation". Just admit it.

 

RE: To ensure your concerns are addressed promptly, they're available M-F 6 AM to 6 PM PT

 

Knowing the schedule does not ensure in any way that "concerns" will be "addressed promptly".  Do you actually believe the statements you copy/paste?

Hazel2019
Level 3

Since the update, when we send an estimate the email says invoice and balance due. Is this an internal adjustment that needs to be made?

I am having the same issue. Now I have to send estimates from my email instead of from Quickbooks which is more time consuming. It seems like with every update with Quickbooks, everything gets worse not better.

ReymondO
QuickBooks Team

Since the update, when we send an estimate the email says invoice and balance due. Is this an internal adjustment that needs to be made?

Hi there, @Hazel2019.

 

I can see that you've posted a similar concern on the other thread. My colleague already provided a reply to the issue. You can check for her response on this link: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-estimates-emailed-from-qbo-come...

 

Please let us know if you have any follow-up questions about sending estimates in QuickBooks. I'll be here to help. Have a good one.

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