There is a new setting which opens a new invoice when you close a payment. I want to switch it off?

I can help you get rid of the setting that opens a new invoice after closing a transaction, Helene. Let me walk you through the process.

In QuickBooks Online (QBO), we have an auto-recall feature to pre-fill transactions. Here's how you can turn it off:

1. Go to the Gear icon and select Account and settings.
2. Choose Advanced.
3. In the Automation section, select the pencil icon.
4. Turn off the Pre-fill forms with previously entered content switch to disable the auto-recall feature.
5. Click Save at the bottom of the Automation section, then Done to record your changes.

Otherwise, you'll want to ensure that you choose Save and Close when saving a transaction, instead of Save and New. This way, it prevents the system from opening a new transaction after saving.

This article will help you account for your customer payments: Receive an invoice payment.

On top of that, we have various reports that you can pull up to help you track your business: Use auto-recall to pre-fill transactions in QuickBooks Online.

Visit the Community space again if you have more queries related to sales transactions. We're here to offer help, Helene.

I did all that you said, and I always make sure that I click on Save and close, not save and new.  But it still opens a new invoice when I close a payment.  Switching off the auto-refill did nothing.

I'll route you in the right direction for support to help you fix this issue with your invoices, Helene.

Since the issue persists, I recommend contacting our live Customer Support Team so they can investigate your account further to find out what's causing this issue and provide you with a possible resolution.

Here's how:

1. Go to the Help icon on the top menu.
2. Select the Search tab and enter your concern. For instance, enter help.
3. Click the Contact Us button and choose between Chat or Callback to connect with us.

Ensure you reach out to them during their available hours so they can address your concerns promptly.

Moreover, you can check out these articles that will help you organize your invoices and payments:

• Set up and send progress invoices in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online

You can post anytime if you have questions about invoices or want to share your best practices using the product. Please know the Community has your back, Helene.