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February 1, 2024
Question

We have customers that are now using AI software to read/pay invoices. They require paysheets with invoice, but AI is unable to read attachments. Anyone else have this?

  • February 1, 2024
  • 1 reply
  • 0 views
We are sending a combined PDF, but we are doing through email so our invoice in QBO isn't showing that it has been sent.

1 reply

February 1, 2024

Hello there, e030699.

 

I'll ensure you get the help you need with your invoice concern.

 

Please be informed that only the AI-based invoice processing provider that your customer is using can thoroughly discuss information on how the software works with invoices and resolve related issues. Hence, I recommend contacting them for assistance so you can get back to business immediately. They can also provide timely suggestions if necessary.

 

On the other hand, you might want to review this material whenever you want to personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please don't hesitate to update us in the thread if you have additional questions about managing your invoices or other related concerns in QuickBooks Online. We'll be around to help.