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I appreciate you for reaching out to us here in the Community, Bruce.
It's my pleasure to help you with your invoice concern. However, I'd like to ask for additional details to give you the right of information. Are trying to make the Save button as default when recording a new invoice? Or, update Save to SAVE?
Your reply is much appreciated. Keep safe always!
Thanks for the reply. I describe the issue poorly. When applying payment to an invoice, I would like the SAVE feature to default to SAVE & CLOSE....currently, it defaults to SAVE & NEW. I find it annoying that you have to hit the drop the box and select SAVE & CLOSE with every payment. any suggestions are welcome
Thank you for the prompt reply, @brandanbruce. I'll take care of your concern about the Save and close button in invoices.
The Save option in invoices is sticky, which means it defaults to the last option you selected. Take the screenshots below as an example:
The next invoice will default to the Save & close option:
If that isn't the case on your end, I suggest checking your browser's cache. It tends to store old cache, which can cause unexpected behaviors. To isolate this, open your browser's private window. Shortcut keys to supported browsers are listed below:
If that works, go back to your regular browser and clear its cache. Otherwise, open a different browser that's available for you.
If the issue persists, I suggest contacting our Technical Support team for further assistance. They can pull up your account within a secure environment, and investigate this issue for you.
Should you need to edit the template for your invoices and other sales forms, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. It's a step-by-step guide on how you can customize sales forms in QuickBooks Online (QBO), including short videos for visual reference.
Post a comment below if you have other questions about managing invoices in QBO. I'll be right around the corner, ready to help you out. Have a nice day!
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