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PRO

Viewing invoices on QuickBooks

Hi

For some reason,numerous clients aren't able to view the full invoice they're sent through QB's and invariably I get an email back asking for payment details?

Am I missing something in the settings,is it dependent on the kind of device being used or are most of my customers seriously lacking any tech savvyness?

Thanks for any help.

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Replies

  • PRO
    May sound strange comment, but have you emailed yourself a dummy invoice to see what is actually being sent out?

    Our desktop QB works differently, so otherwise can’t help ...
    • PRO
      Or copy yourself in to all invoices sent. I started doing this after a problem of invoices not being sent. Now I know if I get them then client should plus for your issue you will see what they see
  • PRO

    Yes,I'm able to click on "view invoice" and it opens up to reveal the full details.

    I have experienced them not being sent and also the "viewed" status not functioning as you'd expect. Last night a client said they were able to view the invoice once they'd saved it as a PDF,so maybe that sheds some light on the issue?

    Thanks guys.

  • This info relates to QB Self Employed. The invoice the customer receives is an abbreviated version without any bank account details. They have to click through on a link to see the full invoice which shows the bank details.
    In my experience, after asking customers to forward a copy of there invoice to me, some times the click through link does not work.
  • PRO

    In the general settings for QB Online there is an option to attach PDF invoice to the "Send invoice" function. Try: Account & Settings\Sales\Online Delivery. Check you have the Attach invoice as PRD check box enabled as it covers all options then and the file size is negligible. 

    • PRO

      Hi Russell

      Did you mean to say "Attach invoice as PDF" ?

      Thanks

      • PRO
        Yes “PDF” and sorry! Typos.....
        • PRO

          No worries. I have that checked now so hopefully that will make a difference.Thanks again to all.

          Steven

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