cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
mazgoodwin95
Level 1

How do i get quickbooks to attach a pdf version of my invoice to the email it sends to clients rather than a link in the email?

 
1 REPLY 1
RCV
QuickBooks Team
QuickBooks Team

How do i get quickbooks to attach a pdf version of my invoice to the email it sends to clients rather than a link in the email?

Thanks for checking in with us, mazgoodwin95.

 

We'll need to manually export them as a PDF file in QuickBooks Self-Employed (QBSE) to appear the invoice as a PDF attachment. When sending an invoice with a PDF attachment, let's make sure we log in to your QBSE account using a browser. This way, you’ll be able to attach a document. Then, send them to your clients. Here's how: 

  1. Click Invoices on the left menu.
  2. Select an invoice that you'll want to send.
  3. Hit the Action drop-down and tick Export as PDF.
  4. Open the file and download them on your computer.

 

You can check out the Create invoices in QuickBooks Self-Employed article that provides an overview of the task you can do when using the Invoice feature. Feel free to visit our Help Article page for more insights about managing your business in QuickBooks Self-Employed.

 

If you need to take care of other things in QuickBooks, I'm with you every step of the way. Just leave a comment below and I'll get back to you. Take care always.

Need to get in touch?

Contact us