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AMParsons
October 4, 2023
Question

Attachments not being sent with invoice

  • October 4, 2023
  • 3 replies
  • 0 views

My attachments are not being sent with my invoice. I have a suspicion that this is a result of their upgrade to the invoice system. Does anyone else have this issue? How do we notify QB to fix it? I need those attachments with field tags to go to the customer. I checked settings for sending invoices but there's nothing regarding attachments. They used to just automatically send. 

    3 replies

    J
    jeanbiverly_
    October 4, 2023

    Hey there, @AMParsons. Thank you for reaching out to the Community.

     

    I understand the urgency of attaching files to invoices and sending them to customers through QuickBooks Online.

     

    At the moment, there's an ongoing investigation related to undelivered invoices. Rest assured, our product engineers are working to determine the reason to provide a resolution. I recommend contacting our phone or chat support to include you in the list of affected users. Just provide your name, updated email address, and the investigation number, INV-93532, to be notified via email.

     

    In the meantime, I suggest manually sending the invoice to your customer outside of QuickBooks.

     

    Once the case is resolved, you can record invoice payments to balance your accounts.

     

    Please feel free to reach out if you have any follow-up concerns regarding invoices. It would be my pleasure to assist you. Have a good one!

    R
    RHDS
    October 6, 2023

    I have the same problem.  I ordinarily attach receipts for expenses to my invoices.  The process of uploading / dragging the attachments works, and they are there when composing or editing and invoice, but the check box for sending them along does not exist.  My clients only receive the QBO invoice.  

    A
    AMParsonsAuthor
    October 6, 2023

    I called QB support and spent a couple of hours with them. I believe engineering is working on this problem and the change is due to the new look invoice upgrade. Work around for now is to click the button to use the old invoice style (at the top). Then at the bottom of the invoice click the button to include the attachments. Then change the style back to the new invoice and the attachment will get sent. I only have a few of my invoices that need attachments included so not a big deal for me. Hope this helps! Let me know if you need more instructions to do this and I will walk through it to see exactly what the buttons say. 

    K
    KevSpr2023
    November 1, 2023

    I am having the same issue hope this fix this as soon as possible.

    G
    Greg142
    January 1, 2024

    Has this been resolved yet?  From the thread it seems like this was a high priority defect back in October.  On Dec 31, this piece of crap still seems to not work.  The entire invoicing solution for a simple consulting business with lots of reimbursable travel expenses is an absolute disaster.  Worked just fine in Desktop 2018 until the forced me to upgrade to the $90/month solution.  Invoicing is completely unusable.  How in the hell did this pass QA before being put into production?

     

    R
    RCV
    January 1, 2024

    I'm here to make sure you never experience the same thing again, Greg142.

     

    Good news, the investigation Attachments not sent on the Invoice or Purchase Order with the new experience have been resolved. When adding an attachment to a Sales or Expense form, you'll see a checkbox for "attach to email." Once that box is checked, it will include your attachment in that email. 

     

    If the same thing happens, we can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:

     

    • Ctrl+ Shift + N for Google Chrome 

       

    • Ctrl + Shift + P for Mozilla Firefox 

       

       and Microsoft Edge 

       

    • Command + Shift + N for Safari 

       

     

     

    If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.

     

     

    Here's more information on how to edit and remove attachments from your invoices or other transactions in QBO: Add or delete attachments in QuickBooks Online. As always, feel free to read the topics from our help articles in case you need tips and related links while working with QuickBooks in the future.

     

    If you have any further questions regarding invoices in QBO, feel free to reach out. I'll be here to help you out. You have a good one. 

    G
    Greg142
    January 1, 2024

    Thanks for responding but you mentioned a Sales or Expense Form, what I am struggling with is Invoices.  

    I have an invoice prepared, I used your mobile app to capture and upload images of about 30 receipts, I tagged them all as Billable, I added all of those expenses to my invoice, but when I tell it to create invoice and send, none of those 30 receipts are attached.  

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