When I save and close a payment or invoice ,it starts new invoice for the same customer. Why?

@Harry4  As I would not touch QBO with a 20' pole, I can only speculate, but...

In QBDT, you can observe similar behaviour when you have your Employee or Vendor Center open and open the 'Write Check' function, in that it will automatically fill in the name field with the Employee or Vendor, respectively, that you had selected in either Center.

I would assume something along those lines is happening in QBO in its effort to be 'helpful'.

I recognize the trouble this may have caused you, Harry4. Let me give you an insight regarding pre-fill details in invoices.

Pre-fill form is an option to automatically fills other fields of the form, based on the last saved transaction of a customer. To avoid having it, ensure to turn off the "pre-fill forms with previously entered content" option under the automation section to prevent the form from automatically filling in the invoices.

If the issue persists, the auto-save feature in your browser is likely causing the prompt to fill in the details automatically on the invoice. If this is the case, we can perform some troubleshooting steps to determine if this is a browser-related issue issue.

To start, please use a private or incognito window to rule out cache problems in your browser. You can use the following keyboard shortcuts based on the type of browser you are using:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If it works in your incognito, return to your regular browser and clear its cache. Otherwise, you can use other supported browsers as an alternative.

Additionally, you refer to this article if you receive a payment from customer: Record an invoice payment.

Furthermore, if you want to gain comprehensive information on your financial reports, you can check out this article for more details: Run reports in QuickBooks Online.

Should you require further assistance with invoices-related concerns, please don't hesitate to reply. I'll be willing to lend a hand.

both responses do not answer the question.  The second reply provides insight on auto fill which IS NOT the issue.  When you svae/close an invoice QB automatically opens another invoice template for you to begin creating and it is ANNOYING as hell.  How do we turn that off???

A new invoice page should not be opened when clicking Save and close in QuickBooks online. I know the right team that can assist you in further investigating this issue, @AHippieChick.

Since you have the same issue after trying the given procedures by my colleague above, I recommend you try to access other QuickBooks-supported browsers.

If the issue persists, it is best to reach out to our Customer Care team. They can securely open your account and check the cause of this issue.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to the (?) Help.
3. Use the search field to enter your inquiry and search for Help articles.
4. Select Contact Us, then select a topic to connect with the right expert.

If you're on the Plus, Essentials, or Simple Start plans, our support hours are Monday through Friday from 6 AM to 6 PM PT. For Advanced subscription users, support is available Monday through Friday from 6 AM to 6 PM PT, and on Saturday from 6 AM to 3 PM PT.

Moreover, if you desire to invoice your customer for partial payment, here is an article you can refer to.: Set up and send progress invoices in QuickBooks Online.

The Community is available to assist you at any time if you have any additional questions regarding invoices. Leave a comment below. 

I have the same issue but do not want to call quickbooks as their customer support takes forever....they should just post the solution or better yet fix the issue vs. making people call.

I have the same issue and will not call Intuit as it take forever with them, they should just post a solution or better yet fix the bug.

I hear your sentiments on the importance of simplifying the invoice tracking process to improve your workflow in QuickBooks Online (QBO), Test8888888888. I'm here to help you manage it efficiently, ensuring that you can save your invoices effectively within the program.

To check if your browser might be causing the issue, I encourage you to perform some basic troubleshooting steps. Often, outdated cached files can lead to such errors. First, please open your QBO account in a private or incognito tab and create invoices then Save and Close.

Here are the keyboard shortcuts for popular browsers:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + N
• Safari: Command + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
   

If it works, return to your regular browser and clear its cache to remove any unnecessary data and start afresh.  You can consider a different supported browser to optimize the QuickBooks experience.

If the issue persists, I encourage reaching out to our Live Support team. They have the necessary tools to investigate the underlying cause of the problem and perform a screen-sharing session for efficient QuickBooks navigation.

I've also added the following articles you can refer to on handling other invoicing tasks moving forward:

• Record invoice payments in QuickBooks Online
• Email or print multiple sales forms in QuickBooks Online
   

We are dedicated to making sure you can carry on with your work seamlessly in recording your sales transactions in QBO. Let’s get this sorted so you can get back to business. Leave a comment below.