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christina-texasp
Level 1

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

 
8 Comments 8
LieraMarie_A
QuickBooks Team

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

I want to make sure you can get all the information you need, @christina-texasp.

 

Let's perform basic troubleshooting to solve this. You can start by refreshing the page. If it still doesn't show the invoice numbers, it can be the result of outdated or corrupt cache files in your web browser. Browser caches help speed up basic browsing. It allows you to save more time when loading repetitive images or information. However, it can impact processes when your browser accumulates too much historical data. 

 

We can clear them in just a few easy steps. Let's start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

If it's responsive, I recommend that you clear your browser's cache. By clearing them, you can remove that historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser to see if it has something to do with your browser.

 

Here are some resources that I'm sure you'll find helpful in running reports:

 

Additionally, you can export them to Excel to help give you the flexibility to use them. Simply click the Export icon and select Export to Excel

 

Please let me know should you need further assistance with customizing your reports in the way your business needs. I'm always here to assist. Have a wonderful day.

christina-texasp
Level 1

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

NO, My question was not answered

Rea_M
Moderator

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

To answer your question is my priority, @christina-texasp. Let me share helpful details to show invoice numbers on the Estimate by Customer report in QuickBooks Online (QBO).

 

You may have not included the date that the invoice was issued while you set the Estimate by Customer report's period. That's why the Invoice # column is blank. With this, I recommend setting up the report's Report period to All Dates. This way, you're able to isolate this matter accordingly. To do this, here's how:

  1. Go to the Reports menu.
  2. Type in Estimate in the search box, and select Estimate by Customer.
  3. In the Report period field, choose All Dates.
  4. Click Run report.

 

I've attached a screenshot below that shows the last two steps.

 

In case the issue persists, I encourage you to report the situation by contacting our Customer Support team. They can initiate an investigation to fix this reporting issue.

 

Also, you're able to focus on the details that matter the most to you while pulling up reports in QBO. To learn more about modifying reports, you can check out this article: Customize reports in QuickBooks Online. Then, feel free to visit our Reports Help Articles page for more insights about creating and managing your reports.

 

Stay in touch if you have other reporting concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day.

UP_hugo
Level 1

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

Same problem here , please help the above "solutions" not reli helpful

JasroV
QuickBooks Team

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

I appreciate you for joining this thread, @UP_hugo.

 

I can share a few clicks to help you view the invoice number in your Estimates by Customer report. 

 

To do so, we'll have to customize the report and ensure to select the Estimates Status under the Filter section to show the invoice number. Let me show you how.

 

  1. Go to the Reports menu in your QuickBooks Online (QBO) account.
  2. Type in Estimates by Customer in the search field.
  3. Click Customize.
  4. Select the Filter section.
  5. Click Estimates Status and select All from the drop-down menu.
  6. Then click Run report for the modification to take effect. 2.PNG

 

Once done, you'll want to check out this link that can guide you running your reports seamlessly. This provides details on how to print and export your reports in QBO: Run reports in QuickBooks Online.
 
If there's anything else you need help with personalizing your reports, you're always welcome to share them with me. I'd be more than happy to assist and ensure to keep you on right track. Keep safe and have a great week ahead!

UP_hugo
Level 1

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

followed the same but still blank in invoice no.

UP_hugo
Level 1

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

Capture1.PNG

 

 

 

 

 

 

 

 

followed but invoice no still blank

jamespaul
Moderator

Why doesn't the Invoice Number show in the " Estimate by Customer Report" when I created the invoice from an estimate. The entire invoice column is blank.

Hello, UP_hugo. 

 

I appreciate you for taking the time to follow the steps given by my colleagues. I'll clarify the issue about the missing invoice numbers. 

 

It looks like you're using the Progress Invoicing feature. This is the reason why you're unable to see the Invoice numbers.

 

When you turn on the feature, it changes the report's behavior. It won't show the invoice numbers since the data reflected is only limited to a single line of estimates and a single invoice.

 

Since the feature introduces a single estimate but with multiple invoices, the Invoice # column will be disabled. However, estimates created prior to turning on the feature will still show the invoice numbers. 

 

Though, you can have two options to help you see the invoice numbers again. 

 

If you need the Progress Invoicing feature, then you'll want to pull up a different report. You can use the Transaction List by Customer report instead. It'll display the invoices and the estimates together with their transaction numbers. 

 

Another option is to turn off the Progress Invoicing feature. Here's how:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Click the Sales tab.
  3. Expand the Progress Invoicing section.
  4. Toggle the button to off.
  5. Click Save, then Done

 

Take note that the effect isn't retroactive, so you'll want to delete and recreate those existing transactions (do this if you only have a few estimates or invoices). It will take effect on future estimates and invoices however. 

 

If you need help with the Progress Invoicing feature, this article can tell you more about it: Set up and send progress invoices in QuickBooks Online

 

After taking care of the issue, do you need help categorizing your invoice payments and other bank transactions? Feel free to use this article as a guide: Categorize and match online bank transactions in QuickBooks Online.

 

Please let me know if there's anything else you want me to address. I'd be more than willing to help you again with any other reports or help you get more details from other features. 

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