I used a recurring transaction invoice (that has no schedule) and then clicked on "save and close" why does this invoice show as "sent" in the dashboard?

When I created an invoice from a recurring invoice (that has no schedule), I saved it "save and close" I did not send it.  And I never got a copied email in my inbox as I always do. But the dashboard says this invoice is "sent".

Also, with some invoices that have not been sent yet, when I save it as "save and close", the system says the customer sees every update to the invoice.  Why does it say this for brand new invoices that have not been sent?

Answer

Hi Execupet

Currently, we have a known issue about the recurring transaction that shows as sent. Our product engineers are well aware of the urgency to resolve this, and they're doing their best to fix this as soon as possible.

As a workaround, let’s access QuickBooks Online using an incognito window. This blocks the website from storing browsing data, and it's a good way to start a browser with a clean slate.

If this does not work, I suggest contacting our real time to support for your account to be added as one of the affected issues. 

You can check out our contact details here: https://help.quickbooks.intuit.com/en_CA/contact?cid=qbo_iph_contactus_experiment_group&term

Please let me know if you have any other concerns. I'll be here for you.

Was this answer helpful? Yes No
Original
IntuitMaryJane , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.