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April 25, 2021
Question

How do I attach a pdf invoice when I send the invoice via email

  • April 25, 2021
  • 1 reply
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1 reply

April 25, 2021

Good day, arborwoodandtree.

 

When you send attachments to your invoices in QuickBooks Self-Employed (QBSE), it defaults to show in PDF. But for the invoice itself to appear as a PDF attachment, it needs to be manually export as a PDF file in QuickBooks Self-Employed (QBSE). 

 

For the detailed steps, please follow the instructions below:

 

  1. Click Invoices on the left menu.
  2. Select an invoice that you'll want to send.
  3. Hit the Action drop-down and tick Export as PDF.
  4. Open the file and download them on your computer.

If you find the online version greater benefits, you can watch these instructional videos to help you get started through this link: Getting Started.

 

For additional questions, while working with invoices, just leave me a comment below. I’ll be happy to help you out.