Skip to main content
July 3, 2022
Question

Send full invoice not summary?

  • July 3, 2022
  • 1 reply
  • 0 views
How do I send the full invoice and not the email summary?

1 reply

July 3, 2022

Good day, Fi444.

 

Let's change your settings so you can send a full invoice to your customers in QuickBooks Online (QBO).

 

When you have two options on how you want to show information on your sales forms like invoices. It's either "Show short summary in email" or " Show full details in email".

 

To show full details you'll just need to choose the latter option. Here's how:

 

  1. Go to the Gear icon and choose Accounts and setting.
  2. From the Sales tab, click Online delivery to edit.
  3. Select the Show full details in the email radio button. Make sure to put a checkmark on the PDF Attached box.
  4. Click Save, then Done.

For more details about the different file types that you can attach to any transactions in QBO, together with things that you need to know when emailing them, please see these links below: Email or print multiple invoices and sales forms

 

Check out this article to learn more about the process of customizing sales forms in QuickBooks. Customise invoices, estimates, and sales receipts in QuickBooks Online.

  

Keep me posted if you need anything else about sending invoices in QuickBooks. I'm always right here to share some insights about it. Take care!