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snow151
August 1, 2020
Question

Adding attachments to invoices

  • August 1, 2020
  • 1 reply
  • 0 views

Hi, I understand how to add attachments to invoices and have done this before.

My questions are more about what the client is seeing on their end.

I do not want the client to be able to see the attachments. When I add the attachment and click save on a previously paid invoice, this message pops up:

 
Every time you save an invoice, your customer will see it updated on the online invoice page.
 
If I do NOT have the 'attach to email' box clicked, will they be able to see the attachments? Also, if I save the invoice does it send them any kind of notification that I updated the invoice?

1 reply

G
GraceC
August 1, 2020

Glad to have you here in the Community, @snow151.

 

Yes, you're right. Once you unmark the box beside the attachment, your client will not see the attachments you attach.
 

Here's an article you can read for more details: Attachments in QuickBooks Online.

 

As always, feel free to visit our QuickBooks Community help website for QuickBooks Online if you need tips and related articles in the future.

 

Reach out to us if you need further help. Have a great day

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