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marijo-newfounda
Level 1

How do you attach invoices to customers when emailing the invoice?

 
3 Comments 3
Alex M
QuickBooks Team

How do you attach invoices to customers when emailing the invoice?

Hi there marijo-newfounda,

 

Making sure you get paid by your customer for the services you've provided them is an important part of running a business. QuickBooks Online is a great tool able to help you create invoices and send them to your customers to make sure they know how much money they owe you. I can provide some insight into sending invoices to your customers.

 

In order to create an invoice to a customer, click on the +New icon, then select Invoice. Select your customer from the drop-down menu and you can also add their email in the email field. Afterward, add all the details of the invoice itself, then click Save and send in order to send the invoice to your customer. If the email field is left blank, you won't be able to click Save and send. If you want to save without sending, you can click on the drop-down located next to Save and send and select Save and close.

 

If you have any other questions, feel free to reach out here.

13olga
Level 1

How do you attach invoices to customers when emailing the invoice?

hi Alix, instead of having a link to the invoice added to the email - is it possible to make invoice attached to an email as a pdf automatically, so not a link - attachment? Is there a setting like this?

mboule
Level 1

How do you attach invoices to customers when emailing the invoice?

Wondering the same thing.

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