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dreedy
April 21, 2024
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How can I get my invoices sent as email with attached pdf invoice file? I used to be able to. I am using recurring invoice transaction.

  • April 21, 2024
  • 1 reply
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Original commenter did not share additional details
Best answer by GenmarieM

Welcome to the Community space, @dreedy.

 

Let me provide you with the steps for sending your invoices as an email with a PDF attached in QuickBooks Online (QBO).

 

You can add a PDF attachment when sending your invoice using the Custom form styles feature in QBO. Here's how:

 

  1. Go to the Gear icon, then choose Custom form style.

  2. Click New style and select Invoice.

  3. Enter a name for your invoice template.
  4. Select on Emails and tick on the PDF Attached checkbox.
  5. You can also customize other details if needed.
  6. Once finished, click Done.

 

Now, let's customize your recurring invoices using the template we created. Follow the steps below:

 

  1. Go to the Gear icon and click Recurring transactions.

  2. Choose a recurring invoice, then click Edit under the Action column.

  3. Scroll down and click Customize.
  4. Choose the custom style you created, then hit Save template.

 

Moreover, I'm adding this helpful article as your reference in personalizing your other sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Return to this post if you have other concerns about sending and customizing your invoices in QuickBooks Online. I'll be here to lend a hand any time.

 

1 reply

G
GenmarieMAnswer
April 21, 2024

Welcome to the Community space, @dreedy.

 

Let me provide you with the steps for sending your invoices as an email with a PDF attached in QuickBooks Online (QBO).

 

You can add a PDF attachment when sending your invoice using the Custom form styles feature in QBO. Here's how:

 

  1. Go to the Gear icon, then choose Custom form style.

  2. Click New style and select Invoice.

  3. Enter a name for your invoice template.
  4. Select on Emails and tick on the PDF Attached checkbox.
  5. You can also customize other details if needed.
  6. Once finished, click Done.

 

Now, let's customize your recurring invoices using the template we created. Follow the steps below:

 

  1. Go to the Gear icon and click Recurring transactions.

  2. Choose a recurring invoice, then click Edit under the Action column.

  3. Scroll down and click Customize.
  4. Choose the custom style you created, then hit Save template.

 

Moreover, I'm adding this helpful article as your reference in personalizing your other sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Return to this post if you have other concerns about sending and customizing your invoices in QuickBooks Online. I'll be here to lend a hand any time.

 

D
dreedyAuthor
April 22, 2024

GenmarieM

Thank you for your reply. That solved my pdf attachment for email issue.  However, I am curious why after updating the settings mentioned, the invoice format did not match the format of the template selected; (i.e., Product or service is not included in invoice template, however it is included in the invoice after selecting the template). 

David

Clark_B
Clark_B
April 22, 2024

I'm glad my colleague was able to solve your problem about the PDF attachment email issue, David.

 

Let me share some insight on why the product and service are not included in the invoice template in QuickBooks Online (QBO).

 

In QBO, the term Product and Service is used to refer to as Activity in the Custom Form Style. To resolve this, you can edit the labels and widths to rename the activity as product and service. Follow the steps below:

 

  1. Go to the Gear Icon, and select Custom Form styles.
  2. Locate your newly created invoice template, and select Edit.
  3. Select Content, and click the Date, Activity, Description, QTY, Rate, and Amount Box.
  4. Select EDIT LABELS AND WIDTHS.
  5. Rename the Activity to Product and Service.
  6. After that, click Done.

 

For reference, check below for a screenshot:

 

 

In addition, you might want to check this article to guide you on how to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts

 

You can tag me in the comment section if you have any other concerns about the invoice template. I'll be around to further assist you.

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