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

How do I send scanned copies of receipts (captured in the iOS app) as attachments to an invoice to my customer?

 
1 REPLY 1
KarenEdithL
Moderator

How do I send scanned copies of receipts (captured in the iOS app) as attachments to an invoice to my customer?

Hi martin-dean,

 

Welcome to QuickBooks Community!

 

Let me help you how to send scanned copies attached to invoices in just few clicks. Here's how:

 

Turn on e-Invoice: You need to turn on e-Invoice first to send invoices to your customers using QuickBooks. To do this:

  1. Go to Settings ⚙, then select Account and Settings.
  2. Go to the Sales tab, then select edit ✎ in the Online delivery section.
  3. From the additional email options ▼ drop-down, select Online invoice.
  4. (Optional) Set other email options for your sales forms:
    • Invoice detail
    • PDF attachment
  5. Select Save, then Done.

Once done, here's how you can send an invoice through email using mobile app:

 

iOS or Apple devices

  1. Open the invoice. If this is a new invoice, select Save first.
  2. From the banner, select Send invoice.
  3. Make sure all the info in the email are correct.
  4. Select Send.

Easy right? You can check this helpful article about sending invoices with attachments

 

Let me know if you need further assistance. I'm always happy to help.

Need to get in touch?

Contact us