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Level 1

On the invoice creation page in the attachments box can i set attach to invoice default as ticked?

 
3 REPLIES 3
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QuickBooks Team

On the invoice creation page in the attachments box can i set attach to invoice default as ticked?

Hello Smelect, 

 

Welcome to the Community page, 

 

Could you elaborate on what you are wanting to do?

 

could you give us more information please. 

Highlighted
Level 1

On the invoice creation page in the attachments box can i set attach to invoice default as ticked?

When I create an invoice I nearly always attach a document to it for inclusion in the email.

Currently I always have to remember to tick the "attach to email" box. It would be easier if I could set the tick box so that it always attaches the documents to the email unless I deselect it.

Highlighted
QuickBooks Team

On the invoice creation page in the attachments box can i set attach to invoice default as ticked?

Hi there, @smelect.

 

Automatically selecting the attachments to the email box when creating an invoice isn't currently an option. You’ll have to click the Attachments feature from the invoice page. Then, manually choose the documents on the uploaded attachments. Let me guide you on how.

 

  1. Go to the Sales menu.
  2. Select Invoices.
  3. At the bottom left of the page, tick the Attachments.
  4. Browse and select the document you want.
  5. Choose Open, then Save and close.

 

The Sales menu lets you view the status of your sales transactions. You can even create and edit transactions from there. To learn more about this menu, you can check out this article: View sales transactions.

 

Furthermore, you can also visit our blog post to know the latest product and feature updates: QuickBooks Online blog.

 

Feel free to leave a comment on this thread if you have any other questions or concerns. Take care.