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Egon Diggler
July 24, 2023
Question

"To get you invoice paid faster, we removed PDFs from emails."I never want this to happen. Please help me stop this from happening again. It is unhelpful and annoying.

  • July 24, 2023
  • 2 replies
  • 0 views
I keep having to manually re-set this toggle because QBO seems to think they're being helpful. Who are you to decide whether I should want this feature enabled? In what way does this get me paid faster? Total inanity. Let me administer my own account. Stop this nonsense.

2 replies

H
Henock K
July 24, 2023

Hi Egon,

 

Welcome to the Community. QuickBooks Online is a flexible program that simplifies the way you manage your books. I'd glad to help you with the PDFs from emails.

 

To include PDFs from emails, I encourage you to refer to the following steps.

 

  • Go to the Gear icon (Settings).
  • Click on Account and settings.
  • Select the Sales tab.
  • Click the Online delivery section.
  • Check off the box PDF Attached.
  • Click Save.

 

If you're having a issue with the toggle, I encourage you to clear your browser cache and cookies as they can prevent the system from functioning effectively. You can refer to the following steps to complete some browser troubleshootings.
 

If the steps provided above don't work, I recommend that you contact our customer support team. They will be able to take a closer look at this. Here are some options available to reach out to our team.

 

  • Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
  • Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, in a private message.
     

Let me know if you have questions, I'll be happy to help.

E
Egon DigglerAuthor
July 25, 2023

Thanks for your response.

I understand how I change the setting. The issue I'm describing is that the setting is being changed back on my behalf every few weeks.

 

The full text of the message displayed is:

"To get your invoice paid faster, we removed PDFs from emails

Customers can download the PDF when they go to pay the invoice. To reattach PDFs to emails, to to Settings, Sales, then Online Delivery."

 

So I don't need instructions on how to set the toggle. I need QBO to stop intervening in my operations. My customers do not 'go to pay the invoice' via the QBO link. They issue an e-transfer. My clients want PDFs in their inbox and I also want one in my inbox for record-keeping and ease of recall.

 

How can I prevent the toggle from resetting in the future? Are you suggesting the flag is set in a client-side cache and not server-side?

E
Egon DigglerAuthor
July 25, 2023

Attached here is the 'helpful' message as displayed in my invoice form.

S
ShaftBurn
August 21, 2024

QBO is purposely removing PDF's from Invoice emails to push customers into clicking on the view/pay link, in hopes they use the QBO payment service.  This is one of most disgusting corporate practices I've witnessed.  Its sad really, as QBO is a great product.  Dear QBO, be better!

J
JamesM4
August 21, 2024

Hello ShaftBurn. Your feedback is important to us. I'd like to help make sure your voice is heard. From here, I recommend sending feedback to our product developers. To do this, click on the Gear icon and look for Feedback. Feel free to ask other questions. I'm here to steer you in the right direction. 

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