How has this still not been sorted? It's such a basic feature.

Being able to export the PDF is a work around but then there is no way to mark the invoice as sent. It's really not good enough.

I'm so close to leaving QB.

Hi RF8 We appreciate your frustrations regarding this issue, we will of course forward your comments on to our developers for their consideration.

Just wanted to chime in and share my agreement with this: just attaching the invoice to the email is essential. Clients now have to click the "View invoice" button, which opens up the browser, and then click "View invoice" again to see payment details. I mean, that's a pretty obviously poor UX feature. 

Can we please just get a simple checkbox somewhere that says "Attach invoice as a PDF"? I literally just switched from free software that does this.

I know I can download it and send it separately but I still need to send it through QB to register it as 'sent'. So I'd need to email to client twice to add on the PDF. 

It'd be massively helpful if you could add this small feature. Or, at the very least, when the client clicks "View invoice" in the email, open up a window that actually has the invoice in for them to view, rather than just the same info that got in the email. That would avoid them having to click again to get the only info they need. 

Thanks.

You can get these features, as well as unbranded emails and email templates for a lot less elsewhere these days.

I've switched to zoho, which is a bit more than I need, and little bit more difficult to use but at least I look professional to my customers and save some money in the process.

To whom it may concern at QB--- Your broken record is getting annoying. Please fix the dam thing. We need to send invoices in PDF format. Can you not pay someone to fix this, geesh!

Agree with all the above. Maybe listen to your customers and fix a fairly basic feature? I’m off to look  at an alternative. I’ve had several clients say they don’t like the way your invoicing works and they’re the ones paying me. Poor.

I know these are an important part of communicating with your customers, ralphonz.

QuickBooks Self-Employed focuses more on tracking track your income, expenses, mileage, and tax info. While we offer basic customization on your invoices, I encourage you to submit feedback for our product development team about this.

They review all feedback received and consider it for future updates to the software. Here's how you can leave feedback:

1. Select the Assistant feature.
2. Type and enter "feedback" into the chatbox.
3. Follow the prompts to leave feedback.

Another option you can consider if you'd like to work with customers through QuickBooks now is to switch to QuickBooks Online. Even the Easy Start plan, which is the most affordable of the QuickBooks Online options, has the option to send a customer statement. 

To help you decide if this is the right move for you, here are a few pages of information.

• Switch from QuickBooks Self-Employed to QuickBooks Online
• Take QuickBooks For A Spin.

Wishing you the best with this! Don't hesitate to leave a comment below if you have further questions. I'm always around to help you in managing your QuickBooks account.

Can somebody please implement the ability to mark the invoice as saved, after downloading the PDF? If you want to cater to the self employed of which millions of sole traders would happily make use of. Then please implement this simple feature, obviously it's very important to your customers. The customers experience is very important, all of your competitors seem to offer this feature. Why should we stick with Quickbooks Self-employed if we can't even send our customers simple invoices?

Hi, Charlie147.

The system will record the date base on the date you mark your invoice as paid. On the other hand, QuickBooks will identify your invoice as income once you categorize them as a business. 

Currently, there's no option where we can modify the invoice in QuickBooks Self-Employed. I'll surely send this feedback to our software engineers. It might be given a chance to be added in the next product updates. We'll take note of this one. That way, this will be considered in future updates. With this, let's consider letting our product developers know about your request by sending feedback. I'll show you how.

1. Go to Assistant.
2. Select I need help.
3. On the textbox, type in Feedback.
4. Click Add a feature.
5. Enter a few words describing how you wish to enter the job and purchase order number in each invoice.
6. Select Send.
7. Click Yes.

You can read through this article to help you manage your invoices: Create invoices in QuickBooks Self-Employed.

Please know that we're always here if you have other questions. Don't hesitate to reach out. Thanks for coming in and be safe..

I have just been asked by another client to please send invoices attached to the email as they need to be able to access and save easier on their phone. It seems my choices are to export the PDF and send in a separate email (wasting my time and also then meaning I can't mark invoices as paid, which makes the tracking part of QBSE completely defunct), to send the email via quickbooks and also export as PDF (looking pretty unprofessional) or to tell my employer that he just has to lump it (even more unprofessional).

I can see from this thread that this has been discussed since 2019. It's pretty clear to me that QB are banking on people upgrading to a more expensive version so they can have this feature, which is pretty terrible. One more moderator posting that they'll 'forward the information on to the development team' isn't going to change a thing. I think it's time I start exploring Xero and Sage, because QB obviously don't care about providing what the client needs.

Hi. I have successfully created my invoice in pdf format within QBSE and have sent via my outlook independently. The problem I now have is that the invoice appears as 'Draft' as it hasn't been sent via QB. It appears that I only have the options to send / edit etc.

How do I show it as an outstanding invoice that is due for payment?

Hello Community Users, We just wanted to pop in and add to this thread. Currently in Self Employed Quickbooks, the only way to change the invoice from draft is to send it to the customer. If you are downloading the invoice as a pdf and sending to your customer and you wish to mark the invoice as paid you could email the invoice to your own email and set up a folder for those emails so you can remove them.

We do see this is not ideal and the users in this thread who have given feedback on this, we want to stress that feedback was passed on to our product developer team..

Hahahaha!!

Quick books is a $10 billion (with a B) a year company and their offered solution is to set up a dummy email address to email your invoices to?! 

Their inability to listen to customers reeks of greed, with a hint of incompetence. I mean it's not like being able to email our clients professional invoices is important for a small business.... :face_with_rolling_eyes:

we want to stress that feedback was passed on to our product developer team.. THREE YEARS AGO!

I'm going to cancel and try some other software - They don't care at all about ux, or feedback. Doubt they even have developers given how little this app has been updated over the past 5 years.

Have there been any developments for this? One of the companies I work for has an invoicing system that can only scan PDFs. Do I really have to email myself with the invoice in order for it to move out of draft? I will be switching to a different invoicing system if this is the case.