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Replying to:
GlinetteC
Moderator

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I appreciate you performing the steps to fix this invoice preview issue, Kchesnut.

 

I'm here to offer additional steps so you can Preview the Invoice and Print it.

 

  1. Locate the Invoice or create a new Invoice.
  2. After entering the required details, click on Save.
  3. Click the three dots located at the upper right.
  4. Select Preview, then choose Drive or Shareit from the option, then click Always or Just once from the below selection to open it.
  5. Go back to the three dots and select Print to print it.

 

Regarding the updated template, if the app says you're unable to view it until you update it, you can perform some troubleshooting steps to resolve this.

 

If the app has too much data, it can cause unexpected issues. You can fix this by clearing the app's cache. To clear the cache in your QuickBooks Online app, follow these steps:

 

  • Android - Select the Menu at the bottom and click the Settings icon. Then pick Refresh Data and choose Yes.
  • iOS - Tap the Menu at the bottom and click on Help & Feedback. Then select Refresh Data and Refresh.

To clear cache in your phone settings:

 

  • Android - From your phone's Settings, select Apps (varies by device). Choose the QuickBooks app from the list and pick Storage, then Hit Clear data.

 

  • iOS - From your phone's Settings, choose Settings. Click on General and choose iPhone Storage. Select an app that's taking up a lot of space. To free up the Storage without deleting the documents and data for the app, select Offload App.

 

In addition, here's an article that explains how to record customer invoice payments.: Record invoice payments in QuickBooks Online.

 

If you have further questions concerning managing invoices, post them in the comments. I'll be glad to assist you again.

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