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Thanks for raising this concern here, Anatpmlv.
We appreciate you for utilizing the new AI feature of QuickBooks Online (QBO) in creating an invoice. Let me share info about generating invoices via email.
Please know that when creating an invoice via email, only the Date, Subject (Products & services name), and Amount can be set automatically.
However, in the amount section, only the sales price you set for that product will be shown and can be recorded as one product. This means you'll need to modify the Qty (Quantity) and the invoice Amount if it has multiple items.
I'll also add this article if you want to personalize your sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Feel free to return here if you have additional questions about generating invoices in QBO. We'll be willing to help. Take care, and have a pleasant day.
Thank you for the info however the issue is not with quantity.
Here are the actions I take:
1. Email sent to my @qbodocs.com registered invoice email with the word invoice & the quick description of the service & the amount to pay ; something like : "Hello Client, please pay $10 for water usage"
or something like invoice / $10 water usage to "client name". tried with or without $ symbol as well.
2. when the info is received on QB , the AI recognizes the "client" name , the service/ category description however the amount $10 is the issue -- > it does recognize it on the "preview" screen.(..."new invoices I made for you" screen " ) however once I hit the "review" button , and the actual invoice opens ; all amount fields are left blank ; amount/ subtotal/ total.
I am not sure if there a specific short format I can use.
Tnx in advance,
Thanks for adding the details of what happened, Anatpmlv. I'm here to help and point you in the right direction to get the support you need in handling the AI-generated invoice.
It's important to note that the new AI feature is currently in the beta testing phase, which means it may not always be entirely accurate as it is still undergoing training and improvements.
Since the amount won't generate when you send the details of your invoices, I recommend contacting our Customer Support team for further assistance. They have the necessary tools to review your account and provide information about the cause of the issue and potential solutions.
Here's how you can reach them:
Moreover, as Intuit Assist is still learning, it may not always provide the correct answer or reflect Intuit's perspectives. Thus, you may consider sending feedback to our Product Development team. They're genuinely interested in hearing your input and highly encourage you to share your suggestions.
Here's how:
Furthermore, once your clients have paid their invoices, remember to record the payments in QuickBooks Online to mark them as paid.
The Community team is available to assist you with any other QuickBooks-related queries. Please feel free to visit us or leave a comment below, and we will be more than happy to provide assistance and help you address your concerns. Stay safe.
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