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A
andrew134
June 21, 2024
Question

Every time I create or edit an invoice, the right side "customization, payment options, design and scheduling" side menu opens. Can I prevent it from opening?

  • June 21, 2024
  • 1 reply
  • 42 views
No text available

1 reply

C
ChristineJoieRQuickBooks Team
QuickBooks Team
June 21, 2024

I can convey some ideas for keeping the invoice sidebar menu from opening, Andrew134.

 

We're unable to disable the automatic opening of the Manage panel. This feature is designed to allow users to easily personalize invoices right from the creation stage. However, you can minimize the panel by clicking the X icon for a cleaner view while managing your invoices.

 

In addition, here's an article that covers on customize invoices in QuickBooks Online using the new invoicing layout: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Once you're ready to close your invoices, you need to track the customer's payment and link them to your invoices. Please refer to this page for the complete instructions: Record invoice payments in QuickBooks Online.

 

Let me know if you still have other concerns about the invoice preferences. I'll be around to help. Keep safe.

A
andrew134Author
June 21, 2024

Sure, that's what I've been doing. Every single time I open an invoice, I have to close that window! After a few hundred times of doing that, you might imagine that there could be a better way. The default should be to NOT have that window open, and I click something to open it if I should ever need it. I need a way to stop it from opening in the first place.

E
ErwinQ
June 21, 2024

Hello there, andrew134. I recognize the importance of creating an invoice efficiently. I'm here to help you out.

 

In QuickBooks Online (QBO), every time you create an invoice, the Manage window will automatically pop up.

 

I suggest submitting feedback with us to help improve your QuickBooks experience. Our product engineers will take a look at your suggestions and get it possibly added in future enhancements.

 

Here's how:

 

  1. Go to the Gear icon, located at the top right corner.
  2. Select Feedback.
  3. Enter your suggestions/comments and click Submit.

 

Additionally, you can check this out to learn how you can record payments for your customers: Record invoice payments in QuickBooks Online.

 

Keep us posted if you have further questions about managing your invoice in QBO. The Community is always available to help. Keep safe.  

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