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Traceylee1
Level 1
posted
‎July 19, 2023 06:42 PM
last updated ‎July 19, 2023 1:42 AM

Ho w do I send invoices as a pdf?

Hi guys, how do I send invoices to customers as a pdf?

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1 Comment 1
Adrian_A
Moderator
Moderator
‎July 19, 2023 08:30 PM

Ho w do I send invoices as a pdf?

Hello, Traceylee1.

 

I'm here to share more information about sending invoices as PDF in QuickBooks Self-Employed, and how you can send one.

 

As of now, the option to email an invoice as a PDF is unavailable in QuickBooks Self-Employed - AU version. With that, I'd suggest sending a product suggestion to our developers. 

 

  1. Go to the Invoices tab.
  2. Select Invoices.
  3. Click Create Invoice.
  4. Click the Feedback button on the upper-right side.
  5. Enter a few words to elaborate on your suggestion.

 

As a workaround, you can export the transaction as a PDF and then send it manually to your customer. Let me guide you with these steps:

 

  1. On the Invoices page, locate the invoice you want to send.
  2. Click the drop-down arrow under ACTION.
  3. Select Export as PDF.

 

I've also added this link if you want to create a transaction rule for customers or suppliers you regularly do business with: Create rules to speed up reviews in QuickBooks Self-Employed.

 

Feel free to get back to the forum if you need help emailing transactions.

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