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A
arkvalleyinfo
February 13, 2019
Question

Is there a way to set a default product and attachment in the invoicing? This would save multiple clicks while creating hundreds of invoices.

  • February 13, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

C
Catherine_B
February 13, 2019

Hi narmdirector, 

 

I have two options for you on how to set a default invoice that products are already attached. You can either create a recurring invoice template that has an Unscheduled type or click a similar invoice and then Copy it.

 

Here's how:

  1. On the left menu, select Sales then choose Invoices. 
  2. Click the invoice transaction that you want to copy. 
  3. The invoice transaction would open and at the bottom part select More and choose Copy. 
  4. You can further check on the details and then Save and close. 

Reach out to me if you have other concerns. I am here to help you. 

 

 

T
Tidler
November 26, 2019

Narmdirector - did you ever get a satisfactory answer? I don't feel like the answer given is what you were looking for. I'm trying to figure out how to have a default attachment that goes with every invoice, and this is the closest question that I could find, so I'm hoping you found the answer.

ShallyMarR
ShallyMarR
November 26, 2019

Good day, @Tidler.

 

Welcome to the QuickBooks Community.

 

Right now, there isn't an option to automatically enable attachments on the invoice in QuickBooks Online.  In the meantime, you'll need to manually upload the attachments to each invoice. 

 

Having this option to apply updates, such as customer address, to future or existing transactions is a great idea to add in our program.

 

Our developers have a massive product roadmap. They are implementing new features based on the functionality that works best for most users. 

 

For now, you can visit our QuickBooks blog site so you'll be able to the latest updates and features in QuickBooks Online.

 

To know more about the online payments limit, please check out this article for future reference: Online Payments and Processing Limits.

 

If you need anything else, please post a comment in reply button below. Helping you will always be my pleasure. Wishing you and your business continued success.

J
JGargiulo
June 16, 2020

Hi,

 

Is this answer still correct as of June 2020?  I see that the original question was from February 2019 with a final answer in November 2019.  I'm hoping that this feature has been added since then.  I also would like to have a default attachment (IRS W9 form) go out with every invoice.  It would save time and potential errors if this could be setup.  Thanks.

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