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dawnjohnson
May 30, 2024
Question

When creating an invoice for a billable expense, how do I get the documentation to populate on the invoice?

  • May 30, 2024
  • 1 reply
  • 0 views
For the last several years when I created an invoice to my customer for billable expenses (expenses I paid on behalf of my customer), my backup documentation also populated as an attachment on the invoice.  It is not populating now.  My customer needs the documentation as proof that I paid the expense.  What has changed??  How do I get the documentation that I saved when I paid the expense to populate on the invoice as it has in years past?

1 reply

JoesemM
JoesemM
May 30, 2024

This issue is already under investigation, dawnjohnson.

 

We have an ongoing investigation about the attachments for billable expenses not flowing to the invoice. Please know that our engineer is currently working on it. We appreciate your patience as we investigate this further.

 

For now, I recommend contacting our QuickBooks Support Team so that they can add you to the list of the affected users. This way, you'll get notified once there's a fix or an update about this issue.

 

Here's how:

 

  1. On your company file, go to the Help menu.
  2. Select Contact Us.
  3. Enter your concern, then select Let's Talk.
  4. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

This article shows their support hours: QuickBooks Online Support.

 

Here are some resources to help you record customer payments and manage attachments for customer and vendor profiles:

 

 

If you have further questions about your sales transactions and adding documents to them, you can comment below. I am always here to help.

C
cmrowe
June 5, 2024

Has a fix been rolled out for this? I bill my clients on a Cost-Plus basis, so providing receipts is absolutely necessary. 

K
KayePe
June 5, 2024

Note that the investigation is still ongoing. Our engineering team is still working on a fix. I'll provide further information about this.


We want you to know that the issue is still unresolved, and our engineering team is actively seeking a solution. If you have not yet contacted our support team, we advise you to do so to be added to the list of affected users. This way, you will receive timely notifications once there is a resolution or any updates. To reach out to us, please follow these steps:
 

  1. In your QuickBooks, click Help (?).
  2. Select either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact Us to connect with a support expert.

 

 

Additionally, you can streamline the tracking and recording of your receipts from vendors by uploading your own sales receipts to QuickBooks Online. For detailed instructions on how to upload your receipts, please refer to this article: Upload your receipts to QuickBooks Online.


If you require further assistance with any queries related to your insights, please let us know by replying below or posting your question again. We are here to provide you with the support you need. Stay safe!

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