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Everything you need to know about banking in QuickBooks Online - Discover more
inwyt11
Level 1

HI Folks, how do I stop my invoices being sent a attachments? I only want it to be sent a link to avoid confusion with multiple historic copies

...sorry dreadful typos above! I only want to send invoices as a link. The reason is that sometimes I need to make adjustments and need to avoid multiple copies causing confusion....
2 REPLIES 2
Kurt_M
QuickBooks Team

HI Folks, how do I stop my invoices being sent a attachments? I only want it to be sent a link to avoid confusion with multiple historic copies

Hello there, @inwyt11. I'll help you handle your invoice in QuickBooks Online (QBO), so you can send them as a link, not as attachments to your customers.

 

In QBO, you can generate a link from a specific transaction, so you won't have to send them as attachments. If you've already created the invoice, you'll want to go to you the Sales tab to extract the link from the invoice. I'll input the steps below so you can proceed:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational, go to Sales tab and then select Invoices.
  3. Locate the invoice that you'd like to extract the link.
  4. Below the Action column, click the dropdown arrow and then select Share invoice link.
  5. Copy and paste the link into a text message or another messaging medium.

 

See the attachment below for visual reference:

 

 

In case, you haven't created any invoices yet. Here's how you can extract the link so you can send it to your customers:

 

  1. On the left navigational bar, click the +New button.
  2. Under Customers column, choose Invoice.
  3. Input the necessary information in each field.
  4. Click the Save and share link.
  5. Once you're ready, press the Copy link button.

 

See the photo that I've attached below for reference:

 

 

In addition, here's an article to help you manage invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

You can also check this page to learn more about customizing and adding details to a report in QBO: Customize reports in QuickBooks Online.

 

It's a pleasure to help you, @inwyt11. Know that you can post here again if you have any additional QuickBooks-related concerns. I'll be here, ready to assist you. Take care, and have a good one!

paul72
Level 8

HI Folks, how do I stop my invoices being sent a attachments? I only want it to be sent a link to avoid confusion with multiple historic copies

Hi @inwyt11 

 

Strictly speaking, you should not be amending invoices after sharing with the customer.  Particularly if you're VAT registered.

 

Consider the following...

(1) Customer downloads/prints what you consider to be a Draft.

(2) They treat this as a valid VAT invoice & claim relief.

(3) You amend the invoice - your VAT declaration is based on this Final Invoice.

Because you changed the invoice, there is now a difference between the two - HMRC is out of pocket & looking for someone to pay the difference & the mis-declaration penalties... that'll be you, by the way!

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