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Melanyrivas
November 8, 2023
Question

Invoices

  • November 8, 2023
  • 1 reply
  • 0 views

Hello!

 

Im currently having problems with sending invoices to my customers. Usually whenever you send an invoice the system automatically attaches the pdf, but it is no longer doing that an i need to know how to fix it. What i've been doing is download the pdf myself and then attach it but i lose a lot of time doing this, does anyone know what can i do?

1 reply

S
SheandL
November 8, 2023

Welcome to the Community, Melan.

 

I recognize the significance of your time, as manually downloading the PDF file is time-consuming. Allow me to help you resolve this issue.

 

In QuickBooks, we have a pre-built feature that allows you to ensure the PDFs are attached to your sales transactions when sending them. Let me walk you through the steps to do it:

 

  1. Go to the Gear icon and select Accounts and Settings.
  2. Choose Sales. 
  3. Under Sales, select Online Delivery. 
  4. Make sure the PDF Attached option is checked. If it's not, tick the checkbox.
  5. Click Save and Done.

 

If you want to know how to record your customer's payments, you refer to this article for guidance: Record invoice payments in QuickBooks Online.

 

Feel free to reach out to us if you need further assistance with your invoices. We're always here to guide you in the Community space.

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