Hello there, @anthonyjmcinnes-.
Thank you for posting here in the Community. Let me share some information about sending invoices in QuickBooks Self-Employed.
To answer your question, yes, the attachment is default to show in PDF format when you email them to customers. During the process, a pop-up window will appear showing the file as PDF below the Subject field.
Check out these screenshots:
Another method would be to export the transaction as PDF. You can use this if you want to send the data using your personal email or if you need a soft copy (see additional screenshot below).
For your concern about the due dates, we need more information about the customization you need. Right now, you can only customize the invoice to either hide or show some details from the transaction.
I've also included some articles in case you need some ideas about creating invoices, like how to turn on payments, as well as sending them via mobile app:
Please know that I'm just a post away if you have any other questions. Have a great day ahead.
Attaching a PDF to an invoice when emailing is not currently a feature of QBSE AU - I believe the screenshots that AlcaeusF has provided may be from the QBSE US product and apologise for any confusion. You can however create the invoice and download it as a PDF as outlined in the screenshot above - go to the Invoices page, then select the drop-down arrow next to the invoice to see your options.
You can change the due date of the invoice either when creating it or editing it after you have saved it. Creating new terms (eg 45 days from invoice date or so on) is a feature of QuickBooks Online rather than QuickBooks Self Employed, although I would be happy to pass on this suggestion as feedback. I would also encourage you to utilise the QBSE Assistant feature to locate articles and chat to a QBSE support person in real time - if using the browser, select the Assistant button on the top right corner of the browser, and if using the app select the menu, then Help & FAQ.
Did you find a better software? I can't believe QBSE can't just email them the invoice directly. The vague invoice summary with a 'view invoice' link, which again contains more links is really tedious for customers to use, and looks very unprofessional. Not to mention doesn't work most of the time to open an invoice. Not impressed.
This is basic functionality and extremely disappointing that the ability to attached additional files to the invoice email is not possible. Mindblowingly stupid. Hey Intuit, don't you realize that pretty much every client expects to see a detailed invoice with hours billed and work done every day? I'm not going to fill out 31 separate entries in QB when generating the invoice. Doing that would take more time than whatever time QBSE is supposed to save me.
The correct process would be to enter the total hours billed as 1 line, then be able to attach a supporting doc that lists all the activities for every day during the billing period. Again, I can't believe this feature is not built into the system and I probably would not have purchase QBSE if I had know it was so deficient in functionality.
Thanks for posting your insights and feedback, @Ferda__12.
Not having the options you need for a product can truly be troublesome. We understand where you're coming from and we wanted to learn about your business needs.
Please know that the changes in the program are released based on several factors. Our developers are always working on development roadmaps that will be helpful for the majority of our clients. For now, we're unable to share any updates about their work as they handle product updates internally.
While the option to send PDF invoices is not yet available in QuickBooks Self-Employed Australia, our developers would love to hear your requests or suggestions.
To send your product suggestions for our developers, follow these steps in your QBSE account:
If you have other concern with QBSE or this invoicing preference topic, post here again. I'm always here to help you further. Have a good one!
Welcome to the Community, @nicolereneemedia. I'm here to share some information so you'll be able to send PDF invoices in QuickBooks Self-Employed (QBSE).
In QBSE, the default format when you try to send invoices is a PDF form. Please check the screenshot below for visual reference:
If you can't see this, we can perform some troubleshooting steps to resolve this. Let's start by opening your QBSE account in incognito mode. This is a private browser that does not store cache and will give you a clean slate to prevent issues. Below are the shortcut keys that you can use:
Once signed in, create and send an invoice again. If you're able to do so, I recommend clearing the cache of your regular browser to eliminate damaged files. If the same thing happens, I suggest using another supported browser or device to open your account.
On the other hand, you can export the invoice as a PDF and send it using your personal email. See the snip below for guidance:
Please let me know how this goes. I'd appreciate any details you can provide. If there's anything else you want to know about managing your invoices, feel free to post again here. I'm just around the corner and ready to help whenever needed. Have a good one and keep safe.
Hello, thank you for the quick response. I tried clearing my cache, tried in an incognito window, and even tried using Safari instead of Chrome (my default) and it never included the option to attach a PDF. I would really prefer not attaching a PDF through my personal email. Let me know if there is anything else to try. If not, would love if QB would include this option in an update :)
I appreciate you for trying the steps shared by my colleague. Let's modify some information so you can send invoices without using a personal email.
As my colleague shared above, when you send an invoice, the system automatically converts it into a PDF file. To ensure that you're not using a personal email, you can go to the Email section to modify the email. Let me guide you with these steps:
If you want to activate an online card or bank transfer payment for your customers, you can click the Activate Payments link to set it up.
Keep me posted whenever you have concerns with invoices. I'll be around to guide you.