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All of a sudden PDF attachments of the invoice are not automatically being included when I email an invoice. Why might that be?

Forum|Forum|5 years ago
November 6, 2020
11 replies
0 views

They are only getting the "pay invoice" blue window. In order to see a printable invoice that are having to click on the "Pay Invoice" link then click "view invoice".... They don't like that and preferr the PDF to be attached to the email.

QuickBooks Online

Best answer by SarahannC

Hello there, policecarman. Thanks for getting back to us.

We can go ahead in the Settings and activate the PDF Attached feature. The steps below will walk you through the process:

Go to the Gear icon.
Click Account and Settings under Your Company.
Select Sales. Within the Online delivery section, make sure the PDF Attached is ticked.
Click Save. Then, Done.

To manage your sales form, you can check the articles below for additional guide:

Let me know if you have other questions. I'll be here to help in any way that I can. Take care and stay healthy.

M

MadelynC

It’ll be only included once the tick box in the attachment section was marked, @policecarman.

When sending an invoice to the customers, you’ll have to ensure the Attach to email option is selected and downloads completely. This way, the customer will able to receive a pdf attachment on their end.

Here’s how:

Click the +New button.
Choose Invoice.
On the Invoice page, click the Attachments icon below.
Browse the file you want to add, then click Open to add.
Press Save and send, then hit Yes.
Select Send and close.

You can even add more than one attachment as long as it doesn't exceed to 20MB. All uploaded attachments are located in the Attachment section under Lists from the Gear icon. This helps your records be more organized.

You might want to visit this article to learn more about tracking invoices in QBO. It provides details about sending payment reminders and balances forward statements to your customers.

The comment section is always available if you have additional questions about attachments. I'll be here to help you further. Have a great day.

P

policecarmanAuthor

This is not what I am referring to.... I am referring to the automatic (or at least it seamed to be) of a pdf version of the actual invoice that I am email to my customer. There is a way to get to it by clicking the "Pay Invoice" button then clicking the "view invoice" button then printing from that view but the printable version of the invoice had been being automatically attached the the email when I would mail it out.

S

SarahannCAnswer

Hello there, policecarman. Thanks for getting back to us.

We can go ahead in the Settings and activate the PDF Attached feature. The steps below will walk you through the process:

Go to the Gear icon.
Click Account and Settings under Your Company.
Select Sales. Within the Online delivery section, make sure the PDF Attached is ticked.
Click Save. Then, Done.

To manage your sales form, you can check the articles below for additional guide:

Let me know if you have other questions. I'll be here to help in any way that I can. Take care and stay healthy.

N

New England Gardener

Yes!!! I just had the exact same problem and have been using this feature for years! It would be GREATLY appreciated if sudden changes to the online software like this are announced clearly to users. I have an entire month's worth of invoices to resend now and am fielding (mostly polite) confused emails from clients left and right.

I have followed the instructions to remedy, thank you.

Q

QC_CLT2020

I also had the same problem today and never had this issue before. Did something change in the last day or two? I am now also in the situation of contacting all my customers and resending them the invoices. Thankfully I saw this before finishing up all the invoices today.

Very frustrating, Intuit. It would have been nice to received a heads up about this change.

M

Mattymatt

Me too. So annoying to have to figure out when this change happened and reinvoice everyone.

L

livewire

We have the same problem, It seemed to stop on Nov 10th 2020 for us. These changes should not be made automatically without notification. It affects our business.

S

Sarah Roberts

Just stopped auto attaching for me today, 11/17. Grateful for this forum and these answers, would also appreciate a heads up when changes are made to the software.

B

BethFL

This started yesterday for our company. Up until then the customer or sales rep (if they were cc'd) could open the pdf and print the invoice. There was no notification of this change. The only way we knew was when our customers and sales reps started calling and e-mailing about the problem. I no longer recommend Quickbooks online for my clients due to the continuous change and questionable updates.

L

ldartnall

Super - QBO messing with us again with NO idea what they have done!!

M

Mattymatt

The solution provided by the Quickbooks team does not work - the "attach pdf" box is no longer in that spot. (My account also mysteriously stopped attaching pdfs, very annoying because a number of invoices went out without them).

Policecarman - here's how I figured out how to do it. Open an invoice. Click the gear for settings. Click "change what your customers see". Click "emails". Now you see the "attach pdf" box - select it. It will apply to all invoices going forward. Until it glitches again, sigh.

J

JFazz

Your last instruction did not solve the problem. Still did not attach the invoice. Plus I have QB for Mac 2021. All is set in System Prefs. Please help.

IamjuViel

I can share additional information, @JFazz.

Let's start by making sure that your QuickBooks software is updated to the latest version. This helps fix common QuickBooks errors and issue such as the inability to send invoice as an email.

Here's how:

From the QuickBooks▼ drop-down menu, select Check for QuickBooks Updates.
If a newer version is available, click Install Update.
When prompted, select Install and Relaunch.
When the update is complete, QuickBooks for Mac automatically opens.

Then, let's make sure your email account is setup as the default email reader from the Apple Mail menu. This ensures the program sends your sales forms through the default email account. I'll show you how.

Select Apple Mail.
Choose Preferences.
On the Preferences pane, click General.
Choose the email provider as your default email account.
- If not, set your default email reader to Gmail, Yahoo mail etc.

Also, you can go back to your Preferences to make sure that you're able to setup a default email reader by performing the steps below.

Go to QuickBooks from the top menu.
Select Preferences.
Click the Email icon.
Choose Custom from the Send Emails Using button.
A list of email accounts will appear. Click the + button to add a new account.
Enter a name for the account.
Add the settings from your email provider.
Just repeat the process if you'd like to add any other accounts.

Once done, email your invoices again. I've added this wonderful source that will provide you videos, articles, and advice when using QuickBooks Desktop Mac. You can browse our Intuit QuickBooks for Mac Little Square page.

Let me know if you have other concerns in the comments below, and I'll be sure to take care of them.

S

SimplyDan

QuickBooks is providing AoaSaaS to all their customers. Get used to it. You’re paying for it.

All of a Sudden as a Service.

;-)

S

Some Dude

The use case deals with Quickbooks Online where the user creates a Sales Invoices and the majority of time requires attachments to be included based on supported document types of which PDFs are one of many.

Users would like the ability to default the "Attach to eMail" Check Box as "Checked" based on a define Setting for the Account.

Intuit provides the following feature which doesn't work.

1. Click Gear Icon on the Top right of the Page

2. Go To "Account and Settings" Region of Page

3. Select Sales>Online Delivery

4. Under "Email Options" "PDF"

This setting doesn't have any impact on whether the "Attach to eMail" Check Box is visible in the Sales Order Creation Page nor does it default.

Based on this test what the business value of providing the Setting if it has not impact functionally. Has someone officially logged a Bug for fix and what is the relative timing for remedy. We are spending a lot of money for this product and had grave concerns over migrating to this SaaS Product. Great Marketing, now where the execution.

E

Erika_K

Your advocacy for user needs and insights are instrumental in extending the program's effectiveness and user experience, Some Dude. We appreciate your insights and want to make sure your ideas are heard.

In line with this, I encourage you to submit a feature recommendation. Your insights drive our innovation. By submitting a direct feature suggestion, you become an essential partner in shaping our product's future and solving challenges for the entire user community.

Let me guide you through the process of submitting your idea:

Navigate to the Gear icon in the upper right corner.
Under the Profile column, choose Feedback.
Enter your feedback suggestion.
Click the Next button.

You can stay up-to-date with the latest news about product enhancements by reviewing Intuit's Product Updates webpage.

Lastly, here are articles with tips on how to create customer summaries, as well as pull sales-related activities:

We're always available to assist with your sales inquiries. Just click Reply to get help from the Community team and me.

5

5TimeGrandpa

Just happened to us too around 10/1/2021. Apparently, Intuit can't get around to fixing recurring issues that impact us negatively. Or they just have incompetent developers, incompetent management, or most likely, both.

J

justcallbenmail

It's amazing that this is still an issue after THREE YEARS!

QBO randomly and occasionally will pop up a message on start up that the option to include PDFs with emailed invoices has been turned off. It's not horribly complicated to turn it back on but Intuit keeps turning it off again!!!

How is this a thing? I've tried using customer support both by chat and by phone and the (epithet kept to myself) "less-than-stellar" reps claim there is nothing they can do and I'm supposed to "leave feedback".

Here's my feedback: QUIT CHANGING MY OPTIONS WITHOUT MY PERMISSION! QUIT CHANGING OPTIONS THAT I HAVE ALREADY SET! Are we clear? I said, ARE WE CLEAR?

J

J_Jan

4 years and counting. Just happened to us April 2024 😞

R

ReymondO

Thanks for joining the thread, @J_Jan.

I know the importance of having the option to attach a PDF when sending invoices. Therefore, let me share some steps to rectify the issue.

To start, ensure that the PDF Attached feature is activated in your Account and Settings. This way, your PDF attachments will be included when emailing your invoice. Let me show you how:

Click the Gear icon.
Select Account and settings under Your Company.
Click Sales. Within the Online delivery section, make sure the PDF Attached is ticked.
Select Save. Then, Done.

If the issue persists, I suggest opening your QuickBooks account in a private window. This will help us check for the possibility of a webpage issue and fix it. Use these keyboard shortcuts keys to access this mode:

For Firefox or Microsoft Edge, press Ctrl + Shift + P.
For Chrome, press Ctrl + Shift + N.
For Safari, hold down Command + Shift + N.

If it works, I recommend clearing the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. You can check this article to see the steps: Clear cache and cookies to fix issues when using QuickBooks Online. Moreover, you can use another supported browser as an alternative.

For additional reference in managing your sales form, you can check the articles below for an additional guide:

I'm always here to assist you if you have any further questions or concerns about the PDF attachments on invoices. Just leave a reply to the thread. Have a good one.

A

Aldren18

I understand that going back and forth can be inconvenient, @STL124. Allow me to share some insights to get past this issue.

Normally, when the PDF Attached feature is activated in your Account and Settings in your QuickBooks Online, it allows you to attach PDFs to your invoices. Let's check your settings to verify.

I'll show you how:

Go to the Gear icon.
Choose Account and Settings under Your Company tab.
Select Sales.
Make sure that in the Online Delivery section, the option for PDF attached is selected.
Select Save. Then, Done.

Once done, let's check your previous invoice and see if any PDF attachments are present. If not, I suggest contacting our support team to this investigated.

Here's how:

Go to the Help icon and choose the Search tab.
Click on Contact Us below.
Describe your concern and select Continue.
Choose between Chat with us and Have us call you.

I've found an article that provides you with the necessary tools to create customized and professional invoices, cost estimates, and sales receipts: Customize invoices, estimates, and sales receipts in QuickBooks Online.

The comment section is always available if you have any additional questions about attachments. I'll be here to help you further. Have a great day.

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