Question

Attaching receipts to invoice

Forum|Forum|3 years ago
February 19, 2023
2 replies
0 views

Hello, is there a way to attach the actual scan/pictures of a receipt when I send and invoice to a customer?

Not just the value, I need to show the actual images.

Expensify lets me do that but i'd like to do it all within QB.

Thanks,

QuickBooks Online

K

Kurt_M

Hello there, @architetto. I can walk you through the process so you can attach receipts to your invoices in QuickBooks Online (QBO).

I understand you're trying to attach an actual scan of the picture so that when you send the invoice to your customers. They'll see the photo directly. In QBO, you can only attach the photo of the receipt when creating the invoice and then when you send it. Your customer will have to download the file you've added to the invoice for them to see the image.

I'll input the steps below to get you going. To start, these are the steps:

Access your QuickBooks Online company.
On the left navigational bar, click the +New button.
Under Customers column, select Invoice.
Choose the customers, and then input the needed details in each field.
Below the Message on statement section, click the Clip icon or Attachments.
Select the image of the receipt that you'd like to attach to the invoices.

In addition, see this page to help you manage invoice payments in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

You can generate a report so you can check all the invoices that you've created inside your company. For further guidelines, see this article: Run reports in QuickBooks Online.

@architetto, it's been a pleasure to have you in the Community today. In case you have any additional QuickBooks-related concerns, feel free to mention me in the comment section. I'll be more than happy to assist you again. Take care, and have a great day!

A

architettoAuthor

Thank you @Kurt_M but that's not what I am looking for.

I already have all the pictures of receipts snapped with the QB app, I need to be able to visualize those in an invoice rather than reattaching each image and leaving the hassle of connecting each image to each expense to the client.

Pretty much an expense report but going straight to my client.

Thanks,

D

DebSheenD

Hi there, @architetto.

Allow me to chime and I'll some information about managing your invoices in QuickBooks.

Adding pictures of a receipt in your invoices feature is currently unavailable in QuickBooks Online. You'll want to use a third-party app that offers this process. Here's how:

Open your QuickBooks Online account.
Go to the Apps menu, then proceed to the Find Apps tab.
Click the Browse categories or enter Scan Invoices on the search bar.

Additionally, to learn more about the different file types that you can attach to any transactions in QBO, together with things that you need to know when emailing them, please see these links below:

I'll also include these links for more information on how to personalize invoices and other sales forms and handle payments in QBO.

Keep in touch if you need anything else with invoices or QuickBooks. It's my pleasure to be of help always. Take the best care!

A

aCougar85

I chatted with QB support and found the solution! You have to use the “Old Layout” in the Invoice. Once you switch, there is a link under the “Attachments” box at the bottom called “Show existing”. When you click on the link you’ll get a list of all receipts associated with the line items on the invoice. You now have the option to select which receipt files you want to include with the invoice!

C

Construct SB

Anyone else having an issue with this (may 2024)

I no longer see the option for attach receipts. No more box on side of screen

PLEASE HELP

Bryan_M

Help is here @Construct SB.

Let's fix your invoice so you can attach receipts.

Before anything else, I'd like to learn more about your goal in attaching a receipt to your invoice.

If you mean the transaction link to the invoice about the "no more box on the side of the screen", you can look for it by clicking the Manage icon, and tapping the Suggestion tab inside the invoice form.

All linked transactions are in there. Click the Add icon to attach the transaction to the invoice.

If you mean the Attachments tab, you can look for it below the invoice form.

If nothing shows let's perform some troubleshooting steps to fix this. Begin with, signing in to a QuickBooks Online (QBO) test account and create an invoice there, then link a transaction. Click this link to route you there: https://qbo.intuit.com/redir/testdrive

If this works, then let's try to log in to your account via a private window to determine if it's a browser-related concern.

Check out these shortcut keys:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Microsoft Edge: press Ctrl + Shift + N
Safari: press Command + Shift + N

After that, create an invoice and attach a receipt there. If this works well, clear the cache of your regular browser to eliminate piled-up data. If the issue persists, you can use another supported browser or device. It might be that the current one you're using has a temporary issue with the program.

Additionally, I'll share this article to guide you on how to show the summary of customer transactions: Create and send customer statements in QuickBooks Online.

Let us know if you have additional questions about managing your invoice transaction by replying to this post. Keep safe always.

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