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. 

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.

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.

I agree. Having to manually tick the box for attachments is very frustrating. I attach terms and conditions to every invoice and this should be added by default. Please can this be flagged to QB for attention?

Hi mattdavis12345,

Thanks for joining this thread, I can see how this would quickly become tiresome for you! I'd be grateful if you could leave the feedback for this by going to the Cogwheel > Feedback within your account, this way it'll be sent straight to our developers who're able to review and implement such changes. 

Thanks again!

I am looking for the same thing. There seems to be some confusion. There are third party apps that attach documents to the invoices in bulk. I am not sure if they also check the checkbox for you. Quickbooks currently neither allows a bulk attachment upload, not does it have an option to click the checkbox by derfault. Both need to be changed. But the one of having a default with the checkbox checked is a very easy thing that quickbooks should do right away. 

Maybe I am missing something, but I cannot see that I have any of these options or anything related to attaching a document at all.

I'll guide you through the process of attaching documents to your sales transactions and mailing it to your customers.

To append these attachments to the customer invoices for sending, follow the steps below:

1. On the invoice, scroll down to the Attachments box.
2. Click the box showing Drag/Drop files here or click the icon.
3. Pick a file from your drive then save the transaction after.
4. Make sure to click the Attach to email option.
   

Send the invoice to the customer after doing the steps above. Once the recipient gets the invoice on their email, they will see the attachment above the invoice link. See this:

Get to know more about this Attachments feature by checking out this article: Attachments in QuickBooks Online

If you need further help with attachments or other QuickBooks topics, let me know in the comment. I'm always here to help you. Have a wonderful day!

Will the feature of attaching an default file to invoices sent ever be available?  

I have been inquiring for over 7 years and nothing seems to be happening. 

I know QuickBooks focuses on accountants and bookkeepers for directions in updates, changes and new features, but I believe its time QuickBooks start focusing on what the individual business owners need yo efficiently run their business over that of the the accountants and bookkeepers

This is so true. Its been years since this post and nothing has changed

I mean which app designer in their right mind would put a feature to attach a document and then not have it sent because you have to tick another box that hasn't been pre-ticked. If I didn't want to send an attachment then I wouldn't.