QB Issue Resolution:
You can convert an estimate into an invoice with Accepted or Pending status. Then, when you create an invoice out of that estimate, you should be prompt to enter how much you want to invoice.
In case you don’t have this option, I suggest clearing your browser’s cache. There are times that piled-up cache in your regular browser caused this unusual behavior.
Go to your account by using a private browser or an incognito window. If it works fine, clear the cache in the one that you’re currently using.
Here’s how to go incognito or use a private browser:
- For Chrome, press Ctrl + Shift + N.
- For Internet Explorer or Firefox, press Ctrl + Shift + P.
- For Safari, hold down Command + Shift + N.
Here’s the clearing temporary internet files and cache article for detailed instructions. You can also use other browsers like Chrome, Safari, Edge and the like if the steps above didn’t work.
Also, here’s more information on how to convert an estimate into an invoice in QuickBooks Online.
I’m always here if you need help or assistance with converting your estimate to an invoice. Just leave a comment below.
Resolution for Issue 'I cannot see the customer summary of estimates in the invoice anymore. When i create the invoice, it doesnt ask me how much i want to invoice them.' available: Yes (Solved).
Source: Intuit Community forum.
I cannot see the customer summary of estimates in the invoice anymore. When i create the invoice, it doesnt ask me how much i want to invoice them.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for converting your estimate to an invoice
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Error Recovery for converting your estimate to an invoice [Canada]
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