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Replying to:
AnneMariee
QuickBooks Team

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Thank you for taking the time to share your concerns here in the Community space, bosettilawncare. Let me address them for you.

 

I understand that adjusting to the new invoice layout can be challenging, but I want to assure you that QuickBooks is always working to simplify and improve your experience, and these updates are designed to improve the back-end technology of the forms. Please know that I've taken note of your valuable feedback regarding this update.

 

You mentioned that making an invoice and receiving payment from a customer's profile isn't working as expected. When you perform these actions, you're being routed to the dashboard instead of being prompted back to the customer's profile. Let's perform some troubleshooting steps to identify the cause of this issue.

 

First, open your QuickBooks Online company in a private browser. Then, create a test invoice and record its payment from the Customer menu or a customer's profile. If everything works smoothly and you're brought back to the Customer menu or a customer's profile, I recommend going back to your regular browser and clearing its cache. You can also try using other supported browsers.

 

Moreover, the Save button has a dropdown that will reveal the options to save and close the invoice or to save and create a new invoice. Additionally, the Receive Payment option is now on the Actions dropdown at the right panel. These changes are made to simplify the forms and enhance your experience.

 

As for KJatWork, I'd like to clarify which email problem you're referring to. In the meantime, I suggest contacting the primary admin of your company to discuss giving you specific permissions.

 

I've added a link to an article that provides more information on the new invoice experience in QuickBooks: See what’s new with estimates and invoices in QuickBooks Online.

 

Additionally, I've included a guide on generating reports to get a comprehensive summary of your invoices and other transactions: Run reports.

 

Should you have any other concerns about the new experience or anything else QuickBooks-related, please feel free to reach out. We'll be right here for you.

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