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cafsinc
cafsinc
January 29, 2020
Question

If I attach a document to an invoice does it automatically send to the customer?

  • January 29, 2020
  • 3 replies
  • 0 views

I want to attach receipts to invoices inside of QBO, however do NOT want these attached receipts to send to the customer when I send the invoice. Please advise.

3 replies

C
ChristieAnn 11
January 29, 2020

Hi there, cafsinc.

 

The attachments will not automatically send to the customer. You'll have the option to uncheck the attachment to email box so it will not include this when emailing the invoice.

 

Here's how:

 

1. Click the Plus icon at the left panel and select Invoice.

2. From the Customer drop down arrow, select a customer. Make sure all of their info is correct, especially their email address.

3. On the Invoice page, click Attachments.

4. Browse the file you want to add, then click Open to add.

5. Make sure to remove the checkmark in the Attach to email box.

6. Fill in the other necessary fields.

7. Click the Save and send button.

 

I attached screenshot below for visual reference.

 

 

Please check this article what are transactions can keep attachments: Attachments in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

cafsinc
cafsincAuthor
January 29, 2020

Thank you, simple enough really appreciate it!

V
VAlentina2
August 19, 2020

Hello, 

I want to attach a pdf to the invoice but when I click save and sent appears the following text " The transaction you are editing is linked to others. Are you sure you want to modify it?". This means that status for the invoice will modify? or attach means only attach for this invoice? The only thing I want to do is to attach a document to an invoice already paid and sent the invoice with the attachment.

Thank you!!!

MJoy_D
MJoy_D
August 19, 2020

The status will not be modified, @VAlentina2.

 

As long as you've only added a file on the transaction, that won't affect the status of the invoice. 

 

You'll receive this notification, "The transaction you are editing is linked to others. Are you sure you want to modify it?" when you've made any updates to the current transaction or invoice. You can click on Save to record the changes that you've added. 

 

You can view all the uploaded attachments by going to your All Lists. Check this article for more information: Attachments in QuickBooks Online. 

 

I'm always here if you have any other concerns. Have a wonderful day!

H
HML Partners
September 19, 2020

When I work with an invoice, if I add an expense and get that message because I add a description, if I go forward and click yes, the amount of the expense gets changed to zero.  I have to unlink it, then add it again to get the amount back on the invoice.  Same if I try to add a product/service to a reimbursable expense on my invoice.  if I modify anything, the expense amount goes to zero...

J
Jose Navarro
April 13, 2023

how can I add the attachment and send it with the invoice/estimate so the customer see the attachment?

DivinaMercy_N
DivinaMercy_N
April 13, 2023

Hello there, @Jose11_2. I'm here to help you add an attachment to your sales forms when sending them to your customer in QuickBooks Online (QBO). 

 

Before you send an invoice or estimate, you'll have to ensure that the Attach to email option is checked so your customer will see it. Please refer to the screenshot below for visual reference:

 

 

For more information about adding attachments in QBO, check out this article: Add or delete attachments in QuickBooks Online.

 

You can also customise your sales forms to include only the details you need. For the detailed steps, read this link: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm always here ready to lend a hand if you have any other concerns managing sales transactions. Have a great day ahead and stay safe. 

J
Jose Navarro
April 13, 2023

but when i send it to the client it can't be seen in the email as an attach document. it's just shows the invoice attached as a pdf but not the pdf document I added in the attachments tab.

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