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mkrogers258
Level 2

Why can't I use the save and close button in invoicing? I used to be able to and now I don't have the option

When invoicing it only gives the option of save and send or save and send a link. I need to just save and close but can't.
4 Comments 4
ReymondO
QuickBooks Team

Why can't I use the save and close button in invoicing? I used to be able to and now I don't have the option

Thanks for posting your concern here in the QuickBooks Community, @mkrogers258.

 

Sometimes local internet cache files stored in the system can cause unexpected behavior in the product.

 

This can be the reason why you're unable to see the Save and close

 

Let me share with you some basic troubleshooting steps that will help you fix this right away. First, access your account in a private window. This mode doesn't record any activity on your local device. Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If they're able to see the button again, go back to your regular browser and clear its cache. Or else, use a different supported browser to open your QuickBooks account.

 

Additionally, there are several financial reports you can run to track your sales income in QuickBooks. They will show you helpful insights on the things you buy and sell, and the status of your inventory.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll get back to you as soon as I can. Keep safe.

ReymondO
QuickBooks Team

Why can't I use the save and close button in invoicing? I used to be able to and now I don't have the option

Hi Customer, @mkrogers258.

Hope you’re doing great. I wanted to see how everything is going about the inability to save and close your invoice you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

0079
Level 1

Why can't I use the save and close button in invoicing? I used to be able to and now I don't have the option

When I save an invoice where does it go?

MJoy_D
Moderator

Why can't I use the save and close button in invoicing? I used to be able to and now I don't have the option

I can share some information about invoices, @0079

 

After creating an invoice, it'll be saved to your customer's profile. You can go to the Customer page to view the transactions or to the Transactions page.

 

Here's how:

 

  1. Go to Get paid & pay and select Customers.
  2. Select a customer to view the invoice.

 

From the Transactions menu:

 

  1. Go to the Transactions menu and select All Sales.
  2. Click the Filter dropdown menu.
  3. From the Type dropdown menu, choose your desired transaction type and select Apply.

 

Here's more information about finding transactions: How to search for transactions in QuickBooks Online

 

Once you receive customer payments, here's how to record invoice payments in QuickBooks Online. 

 

Let me know if you have further questions about invoices. I'm always here to assist. Have a great rest of the day!

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