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July 22, 2024
Question

Adding a receipt to an item in the invoice

  • July 22, 2024
  • 1 reply
  • 0 views

I want to add a pdf or photo of my receipts for parking or congestion onto a serial on my invoice.

i.e. Monday - on site + parking (photo) + congestion (pdf)

There's not an attachment sign so not sure how to go about it.

1 reply

July 22, 2024

Hey there, Rich247. In QuickBooks Self-Employed, we can add receipts to a transaction rather than on the invoice.

 

I can see that this functionality can be beneficial for your business workflow. It'd be great to share this suggestion with our product developers so they can review it and might consider adding it in the next product enhancement.

 

Please know that changes also depend on how popular a particular feature request is. Let me show you how:

 

Here's how:

 

  1. From within your Invoice window, click Feedback.
  2. Enter your ideas and click Next.
  3. Then, enter your email address.
  4. Hit Done.

 

In addition, I'm sharing this article on how to classify your transactions each time you add them to QuickBooks for future reference:  Categorise transactions in QuickBooks Self-Employed.

 

You can post again if you have additional questions about managing invoices or other issues in QBSE. I'll be here to help.