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Dbouza2014
November 14, 2022
Question

How to send an invoice with an attachment for customer to pay and also sign a credit card authorization form?

  • November 14, 2022
  • 1 reply
  • 0 views

I currently run a utility/car hauler trailer rental company. I have paper forms and a chip reader for payments now. However I would like to speed up and simplify my processes. I know how to send invoices to customers but how do I go about adding a way to get all of there card information and an authorization form (states I can charge the customer for late fees an damages) into the invoice. Id like to add the rental agreement also. 

1 reply

K
Kurt_M
November 14, 2022

Hi there, @Dbouza2014. I'll be happy to help you attach a file to your invoice in QuickBooks Online (QBO) account.

 

Before anything else, know that I agree with your idea of simplifying the process of getting the necessary information by attaching a form to an invoice. You can utilize the Attachment section when creating an invoice. I'll gladly input the list below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the +New button.
  3. Select Invoice, and then enter the necessary details in each field.
  4. Below Message on invoice section, click the Attachment icon to add the forms.
  5. Once done, click the Save and send button.

 

You can also look for a third-party app that can let you attach a file and receive it in real time. Feel free to visit our official app store: QuickBooks App Store.

 

Additionally, here's an article to help you manage invoice payments in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

You can also check this page in case you'd like to learn about customizing a report: Customize reports in QuickBooks Online.

 

@Dbouza2014, if you need further assistance adding a file to an invoice in QuickBooks. Know that you can get back to me anytime. You can also post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you out again.

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