cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
Emma88
Level 1

Attach invoice on recurring template

I have set up hundreds of recurring templates to automatically send invoices to our clients every day. (We send about 10 a day on average.)

I think when these templates were set up we didn't have the invoices attached as a PDF in the email, you had to click the link to download the invoice. Almost all our customers have asked if it can be sent as a PDF attachment instead. I have gone into the account setting and ticked the box to attach a copy of the invoice, see screenshot attachment. However this has not worked. The system will not override what has already been set up, it only applies this setting to new templates set up since changing the setting. 

At the moment the only way I can get around this is by deleting the original recurring invoice template and creating a new one which is taking me soo long. Is there a possible fix to this?

 

Many thanks

 

Emma

1 REPLY 1
Ashleigh1
QuickBooks Team

Attach invoice on recurring template

Hello Emma88, 

 

Welcome to the Community page, 

 

There is no way of being able to get recurring invoices that have already been created to include pdf. Unfortunately it would be a case of having to delete them and re-create them as new for the pdf to be included.  We do take on board what you are saying and will pass it on as feedback to the developers. 

Need to get in touch?

Contact us