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April 12, 2024
Question

How to send the invoices? i can only send the last page

  • April 12, 2024
  • 1 reply
  • 0 views
does PDF have to be on..

1 reply

MsNorthPND18
April 12, 2024

Hello Agnes,

 

I'm here to help you out with sending an invoice and viewing its details in QuickBooks Online (QBO). In the new invoice interface, you can only see the last page. Therefore, make sure to inform your customers to view the full invoice details by opening the attached PDF file.

 

To attach a PDF file to your invoices, follow these steps:

 

1. Click on the Gear Icon on your account and choose Account and Settings.

2. Under Sales, select Online Delivery.

3. Tick the box beside the PDF Attached.

4. From the dropdown menu, select Online Invoice.

5. Click on Save.

 

In addition, learn how to personalize and add specific information to your sales forms for future reference with this guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you need any further assistance in sending invoices. Feel free to comment down below. I will keep an eye on your query.