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Sarah1983
October 6, 2023
Question

How can you add a document to your invoice in QB Self-employed?

  • October 6, 2023
  • 1 reply
  • 0 views

Can anyone help please?

 

I have QuickBooks (UK) Self-Employed. 

 

I want to add a document containing my T&C's to every invoice I send out. There is too much text for the footer of the invoice.

I've read that you can create a document and paperclip it to your invoices as they go out. But I can't see anywhere to do this.

 

The attached screen grab shows what I can see when I open up the cog symbol in the top right...

 

Any ideas?

 

Thank you so much!

Sarah

1 reply

C
ChristieAnn 11
October 6, 2023

Welcome to the QuickBooks Community, Sarah1983. Please know that adding a document and paperclip it to your invoices as you send out is currently unavailable in QuickBooks Self Employed. Let me walk you through the process of sending feedback so the mentioned option is submitted to the Product Development Team.

 

The feature of creating a document and paperclipping it to your sales transactions is only possible in QuickBooks Online. That's the reason you're unable to see this on your end.

 

I suggest submitting feedback directly to our product engineers. They may look into the suggestion and consider adding the option mentioned above in future updates. To do this, you can follow the steps below:

 

  1. Sign in to your QBSE account.
  2. Click the Assistant menu and type submit feedback.
  3. Choose the Feature request or Add a feature option from the prompts.
  4. Use your text box to create the feature request.
  5. Select Submit.

 

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBSE helps our business owners, like you.

 

Lastly, refer to this article if you need various details on how QBSE tracks your business income and taxes to ensure you have accurate data: QuickBooks Self-Employed Overview.

 

It'll always be my pleasure to help if you have any other concerns about invoices in QBSE. Please let me know by clicking the Reply button and leaving a comment below. Take care and stay safe, Sarah1983.

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