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L
Luis Dominguez
May 13, 2022
Question

Sending a Remittance Slip - Attached document

  • May 13, 2022
  • 1 reply
  • 0 views

Hi,

 

I want to pay an invoice supplier, send a remittance slip and another attached document to the payment. I tried but they only receive the remittance slip email with the attach remittance slip, but not the extra attach document.

 

I would like in some cases that the vendor receives the remittance slip + another document of my preference. Is that possible? 

1 reply

T
Trish_T
May 13, 2022

Hi Luis Dominguez,

 

Welcome to Community!  QuickBooks Online has the features you need to complete your tasks effortlessly and get back to what you love.  I'll be happy to provide more information so you're on the right track with your QuickBooks goals!

 

You can add attachments to your customer and supplier profiles or transactions.  Here's how to attach a document to a supplier profile; 

 

1. From the left menu, open Expenses and then Suppliers

2. Choose the supplier and then Edit

3. Scroll to the Supplier details and select Attachments at the bottom 

4. Browse and choose the file you want to attach  and hit Open

For more information on Attachments, click here.

 

Should you require additional assistance please don't hesitate to contact us. 

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, we'd be happy to help!

L
Luis DominguezAuthor
May 13, 2022

Umm not, that does not resolve my problem.

 

So, the thing is I want to pay an invoice supplier, send the remittance slip with another attach document. This document will change every time we made a payment. So, an standard attach document will not work

T
Trish_T
May 13, 2022

Hi Luis Dominguez,

 

Thanks for getting back to us.  You can add multiple attachments to your forms in QuickBooks Online.  However, as you've mentioned this feature will not work specifically to your business needs.  I recommend submitting a suggestion to our Development team by going to > Settings ⚙ > Feedback.  

 

Others are more than welcome to chime in and offer any additional tips or tricks that would be of benefit to your specific needs.

 

We're always here to help, when other questions may arise.

 

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