Invoices Password Protected when Received by Client

Hi richiecuddihy, thanks for joining us here on the Community 

Is the client receiving the prompt to enter a password when attempting to download the PDF of the invoice to edit? 

Hi Georgia,

so:

A. the client is emailed the Invoice direct from Quickbooks

B. They receive it into their inbox in PDF format and they can open it (no password needed to open the PDF invoice - this is not the issue)

C. But If they wish to edit the Invoice PDF document on their side (to add an electronic signature/note etc), they are being prompted to then enter a password.

We don't know what this password is or how it is there - so we can't remove it.

As a work around we are having to download invoices and send them manually for those clients - when we email in this manual manner there is no prompt for a password when the client opens and edits the invoice.

thanks

Thanks for getting back to me richiecuddihy, do you know if the client has set up any password protection on their Outlook account? There's no option to password protect invoices sent from QuickBooks, so it's likely this is set by the clients' email provider. :)

Hi,

I don't think it's a client issue because when I send an invoice from quickbooks to myself and try to edit it - I am prompted as well for a password

Hi richiecuddihy The PDF's that are sent directly from us, as you and your customers have discovered, are password protected as a matter of policy and can't be edited.🙇🏻‍:male_sign:

Oh OK - but what is the password should we wish to Edit it and can it be turned off?

Hi richiecuddihy We're not able to provide you with the password or for the need for the password to be deactiavted as the PDF documents are not meant to be edited as a matter of policy.

Hi

I also have just come across this issue exactly as described by the OP.  It is much more common in Covid times to have people needing to remotely authorise via a stamp in a pdf reader.  But your email system prevents this with the unnecessary protection.  The quickbooks user should have the option of disabling that protection.  Please add that to the feature request list.  Having to manually print to pdf and send to get around this is cumbersome

@mrPea 

What kind of business do you run? You may utilize an additional app to ask the countersignature and integrate it with your QBO.