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Level 2

Customize downloaded invoice PDF names

Is there any way to customize the default name for downloaded invoice PDFs?

 

At the moment it's a random string of letters & numbers. I have been renaming them individually each time i have to download them, but it would be helpful if I could just set a default naming scheme. For example: [Company Name] Invoice [invoice #] for [Customer Name]

1 Comment
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QuickBooks Team

Customize downloaded invoice PDF names

Hi PMoore1,

 

I appreciate you reaching out with such valuable feedback. I'd be glad to share more information about downloading PDFs in QuickBooks. 

 

QuickBooks makes it easy for you to manage your invoices as you can easily edit and download them. Based on what you've described, you'd have to manually edit the invoice name when you're downloading it. There's isn't an interface which allows you to edit your invoice PDF name when downloading the invoice except outside of the program. In the meantime, you can edit the invoice template by following this helpful article here: Customize invoices, estimates, and sales receipts in QuickBooks Online. The article goes over all the info you need to know when customizing how your invoice looks to you and your customers. 

 

I recommend sending this as feedback to our engineers because what you've described is time-saving feature that'll help busy business owners like you streamline their work. To send feedback, click on the Gear icon and look for Feedback. If you have any questions or concerns, don't hesitate to reach back to me in the comments below. I'll be here. :)