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Can you attach a document when sending an invoice?

Forum|Forum|6 years ago
October 4, 2019
1 reply
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QuickBooks Online

Best answer by JamesC

Hello JP512,

You are not able to Attach items to be sent along with the invoices to the customer. The workaround for this would be to Export the Invoice to PDF using the Print/Preview button and downloading the invoice and saving it.

You'd then have to send this email manually to the customer, and attach the attachment to your email sent outside of the product.

This is something that's worthwhile feeding back directly to our development team, and is done using the Cog Wheel - Feedback.

G

GeorgiaC

Level 13

Hi arron1,

You are able to attach files up to 25 MB - simply open the invoice and scroll to 'Attachments' the drag/and drop or browse the file to attach.

Thanks

J

JP512

Yes, but when you send the invoice to the customer the attachment does not also get sent to the customer, only the invoice. How do you get BOTH the invoice AND the attachment to be emailed to the customer?

Janice Pingar

JamesCAnswer

Level 5

Hello JP512,

You are not able to Attach items to be sent along with the invoices to the customer. The workaround for this would be to Export the Invoice to PDF using the Print/Preview button and downloading the invoice and saving it.

You'd then have to send this email manually to the customer, and attach the attachment to your email sent outside of the product.

This is something that's worthwhile feeding back directly to our development team, and is done using the Cog Wheel - Feedback.

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