I understand the importance of previewing and sending invoices to your customers, @Odelloutdoor. Allow me to go into details about this and route you to the appropriate support.
I have checked and found that there is currently an ongoing investigation (INV-99715) regarding the issue of being unable to proceed from the preview screen when attempting to send an invoice in QuickBooks Self-Employed (QBSE). Rest assured that our engineers are aware of this problem and are actively working on a solution as soon as possible.
I suggest reaching out to our Customer Support Team to add your name to the list of affected users. This will ensure that you receive email updates about the progress of the investigation and are notified as soon as the issue is resolved.
Here's how:
- Click the Help (?) icon.
- On the Assistant tab, enter Talk to a human.
- Enter a short description of your concern and press Enter.
- Select Contact Us to connect with a live support agent.
- Choose how you'll want to get in touch with the support.
- Start a chat with a support expert.
- Get a callback from the next available expert.
On the other hand, invoices may not be sent successfully because of incorrect email addresses. Hence, it is essential to ensure that the email address of your customer is accurately associated with their account. If the customer's email address is correct, but they have not received the invoice, kindly request them to check their spam or junk folders.
To learn more about downloading reports and other financial transactions in QBSE, refer to this article: Export transactions and get reports in QuickBooks Self-Employed.
Return to this post if you have other concerns about managing your invoices in QBSE. I'll be here to lend a hand.
