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February 25, 2021
Question

Hi, is it possible to send an invoice from quickbooks in PDF Format?

  • February 25, 2021
  • 1 reply
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1 reply

February 25, 2021

Yes, rowenhaulagelime. You can send your customers a PDF copy of their invoices.

 

To do this, let's mark the PDF attached box in the Account and Settings. This way, your customers can view the copy on their email. 

 

Here's how:

 

  1. Go to the Gear icon and then select Account and Settings.
  2. Click the Sales tab, then click the pencil icon beside Online Delivery.
  3. Mark the PDF attached box.
  4. Click Save then Done.

For your visual reference, I've attached some screenshots below.

 

Once done, you can now email your invoices.

 

You can also email multiple invoices in QuickBooks Online. This helps you save more time by doing it by batch instead of one at a time.

 

Additionally, I've added an article that'll help you personalise and add specific info to your invoices. This ensures you'll be able to add the important details: Customise Sales Forms.

 

I suggest getting back to this thread if you need further assistance in managing your sales transactions.  Just tag my name and I'll help you out.