Question

Invoices are not attaching to my emails

Forum|Forum|5 years ago
November 4, 2020
5 replies
0 views

When I send an email to my client, the PDF invoices are not attaching to it.

QuickBooks Online

IamjuViel

I can help you sort this out, @srachman.

Let's first make sure your account's Online Delivery is set up properly. Here's how:

Go to the Gear icon.
Choose Account and Settings.
Hover to the Sales menu.
Scroll down to the Online Delivery section.
Make sure to mark the PDF Attached tick box.
Click the Save button.
Hit Done.

Now, let's make sure that the specific invoice template you're using is also set to attach your invoice as a PDF. Here's how:

Hover to the Gear icon.
Select Custom form styles.
Choose the Emails tab.
Make sure to mark the PDF Attached tick box in the How your invoice appears in the emails section.
Click Done.

Once completed, you can try creating a sample invoice and send it to your personal email.

Feel free to get back to us here if you have other questions about emailing your invoices and other sales forms from QuickBooks. I'm always here to help.

IamjuViel

Hello there, @srachman.

I want to make sure your customers are able to see the PDF attachments on the email you've sent. Have you tried performing the troubleshooting steps I shared above?

Visit the Community again if you have other questions or concerns. I'll be more than happy to assist you again.

M

Michele0767

why do we YOUR customer have to keep fixing problems with our QB online because you decide to change things around! your beginning to cost me money especially when your program deletes cc information for NO reason and I think a customer has been charged only to HOPEFULLY find out that they were never charged and QB put the payment through as a cash payment because the program deleted the darn cc information. I don't know how much money this crap has cost me. on top of the fact half the time my customers never receive the emailed invoices and god help you if you sign up for instant payment because I have tried to stop that at least 3 to 4 times and guess what IT NEVER STOPS

W

wittlane76

I am having the same issue and it just started. I have been using Quickbooks online for over 3 years and never had a problem :)

M

Mark_R

Thank you for your loyalty to QuickBooks Online (QBO), @wittlane76.

Let's get your PDF invoices attached to your email so you can get back to working order.

To get started, were you able to review the options stated by my colleague IamjuViel above? If you haven't yet, please do so.

If the options were turned on, let's try sending an invoice to yourself to check if there's an attached PDF.

If there's no PDF attached to the emailed invoice, let's log in to your QBO account using a private or a different browser. It's possible that your browser stores frequently-accessed data, thus causing websites, like QBO, to act weirdly.

Here's how:

Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox.
Press Command + Shift + N for Safari.

Once logged in, go back and try to email the invoice again to yourself to double-check.

If this works, it means that you need to clear the browser's cache so the system can start fresh.

If they get the same result, I highly suggest contacting our Phone Support Team. This way, they can further investigate this matter and provide additional troubleshooting steps. They can also create an investigation ticket if other users experiencing the same.

If you need any additional assistance while managing invoices, you can leave a comment below. I'll be sure to get back to you. Wishing you all the best.

T

tinafoundation

This started happening to me yesterday. My invoices have always attached as PDFs to my emails. Now, all of a sudden on a Monday morning, I'm getting all of these messages from my customers that there are no attached PDF invoices on their invoices. And I need to go back in, and re-send all of my weekly invoices. I was thankfully able to fix the problem by using the information provided by Support by going into the Settings and selecting the PDF attach button. (The email invoice template already had it checked even though it wasn't happening.) However, I didn't do anything to make this happen! This must have been some sort of glitch in an update or new coding or something. It's extremely frustrating and poor customer service to make changes like this to customers with no notification. I should not have had to go into the Settings and fix settings that always worked in the past.

Jessica_young

Hello all.

Thanks for reaching out to the QuickBooks Community. This is an ongoing investigation and our team is working on a solution. We appreciate your patience in this issue and hope to have this working for you all as soon as possible.

If you would like to be alerted when this investigation has been resolved, contact our Support Team and let and let the agent know that they are impacted by INV-51962.

To reach out to QuickBooks Online Support:

Sign in to your QuickBooks Online company.
Select Help (?) at the top right.
Enter your concern, then select Let's talk.
Select Contact Us to connect with a live support agent.
Choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

Again, thank you all for your continued efforts in resolving this issue. Take care.

D

Darran1

I am having the same problem. However, none of the steps above seems to be options seem to be available on my quickbooks. We just installed quickbooks onto our computer (via disk) and for some reason the invoices are being attached to the emails. I do not see anywhere I can click to add pdfs. I do not have the gear icon on our desktop version. Can someone please help.

M

Michele0767

quickbooks on line is becoming more and more of a problem, half the time emails don't send, this program is deleting cc information so when I charge a customer It shows paid so I think the cc has been charged and later find that QB put it through as a cash payment because somehow the program has deleted CC information. I am about to give up they have less and less live support and the program is just messing up right and left

M

Mrrosco659

I have Quickbooks Pro desktop, I believe version 2023

If I go to an invoice and try to e-mail it to a customer, I have experimented by e-mailing it to myself, but I get the e-mail but it never has an attachment of the actual invoice,

Please let me know how I do this

Thanks

Alec

L

LouiseG12

Ensuring a consistent workflow is fundamental for effective business management, Mrrosco659. I will address this concern and ensure that every task proceeds seamlessly.

To isolate the issue, let's utilize the QuickBooks Tool Hub in QuickBooks Desktop (QBDT). Executing this tool helps resolve common issues and errors in the software. It acts as a central resource, equipped with various tools to address different problems within QuickBooks. Please follow the steps outlined below:

Download the most recent version (1.6.0.5) of the QuickBooks Tool Hub, then save the file where you can easily locate it.
Open the file you downloaded (QuickBooksToolHub.exe).
Follow the on-screen steps to install and agree to the terms and conditions.
Double-click the icon on your Windows desktop to open the tool hub when the installation finishes.

Next, run the Quick Fix My Program option from the Tool Hub. Please note that this will close any open background processes that QuickBooks is using. After that, follow the steps below for additional guidance:

In the QuickBooks Tool hub, choose Program Problems.
Click Quick Fix My Program.
Launch your QuickBooks Desktop, then open your data file.

You can refer to this article if the steps above doesn't fix the issue, you can proceed to the next solution: Fix PDF and Print problems with QuickBooks Desktop.

Furthermore, this material will help you finalize your year-end activities and get ready for the upcoming year using QBDT: Year-end guide for QuickBooks Desktop.

Our goal is to ensure your business operations run smoothly without interruption. Thank you for bringing your concerns to our attention, and please do not hesitate to reach out if you have any further questions or require additional assistance.

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