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policecarman
November 6, 2020
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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?

  • November 6, 2020
  • 11 replies
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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.
    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:

     

    1. Go to the Gear icon.
    2. Click Account and Settings under Your Company.
    3. Select Sales. Within the Online delivery section, make sure the PDF Attached is ticked.
    4. 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.

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    Some Dude
    February 25, 2025

    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.

     

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