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phuongcp
November 12, 2024
Question

Enable "Attach to email" for attachments

  • November 12, 2024
  • 1 reply
  • 0 views

Hello,

 

For our invoices, we attached the receipts under attachments but we have to click on every items to make sure the attachments are included when we send the invoices to the clients. 

 

Is there a way to turn on the Checked for "attach to email" as a default rather Un-Checked as the default?

 

Thank you!

1 reply

Bryan_M
Bryan_M
November 12, 2024

Good day, @phuongcp.

 

Currently, the option to auto-check the "Attach to email" for each file you placed in the Add attachment is unavailable. Ticking the box to each attachment is essential to ensure they're added.

 

With that in mind, I recommend submitting feedback to our product engineers so they can take note of this feature. Also, your suggestions can be used as a reference to improve the features and your experience with the software. Here's how:

 

  1. Go to Settings, then Feedback.
  2. Enter your comments or product suggestions. Then, click Next to submit feedback.

 

Additionally, feel free to visit this article to help you modify your sales form and make it look more professional: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Never hesitate to return here if you have additional suggestions and questions about invoice attachments and transactions. We'll be willing to help you as soon as possible. Keep safe, and enjoy the rest of your day.

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