cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Attachments to invoices not going to Customer

We have billable expenses and we have raised an invoice to the client and the attachments show in the invoice. However when we preview the invoice there are no attachments. We tried sending the invoice using the link and only the invoice is attached. We need the customer to receive the receipts for the expenses so they will be approved. 

 

We have also ticked 'Attach to email' boxes in the attachment area. The attachments all work correctly in QBO, we just need to get them to the client. 

 

Any thoughts?

Solved
Best answer 12-04-2019

Best Answers
Highlighted
Moderator

Attachments to invoices not going to Customer

Any documents attached are sent together with the invoice to the customer's email address, bates2001. 

 

We can check the file size of this document to see if it didn't reach the max limit of 25MB. If it has a large size, that is the reason why the system wasn't able to attach it to the invoice. Let's edit the file to reduce the size. 

 

Then, let's attach the document again. For your customer to view it, we'll have to click on the Add button to link it to the invoice. I've attached some screenshots for a guide. 

 

When creating an invoice, click on the Show existing link. From the right side, click on the Add link for the document. 

 

Then, don't forget to check the boxes of the attachments. 

 

Once the invoice is sent, this is how it will look like when on the customer's email:

 

If the document still doesn't show up, let's have this reported to our Phone Support Team. Then, they will be the ones to create a case for you so our engineers can take a closer look at your account to find a fix.

  1. Click on the Help icon.
  2. Select Contact us.
  3. Enter invoice attachment in the field and click on Let's talk.
  4. Choose a way to contact us either requesting a callback or sending messages.

Of course, we are here to help you in any way we can. 

View solution in original post

7 Comments
Highlighted
QuickBooks Team

Attachments to invoices not going to Customer

Good day, @bates2001.

 

Attachments will display as a file when you visit the invoice created and not a preview. Let me give you the steps to view the uploaded attachments under the All list page.


Here’s how to view the attachments:

 

  1. Go to the Gear icon⚙️.
  2. Select All Lists.
  3. Choose Attachments.
  4. On the Attachments page, you can find the details of your uploaded file and the transaction created.

Also adding this article for a further overview of uploading documents in QuickBooks: Attachments in QuickBooks Online.

 

Please know that the Community has your back if there's anything else you need. Have a great day!

 

Highlighted
Level 2

Attachments to invoices not going to Customer

Thanks for the response, but I am trying to find out what my client will see. I can see everything correctly in QBO, but I am not sure that a copy of the attachments are going with the invoice. I won't receive payment without the supporting documents and I don't want to add them manually.

Highlighted
Moderator

Attachments to invoices not going to Customer

Any documents attached are sent together with the invoice to the customer's email address, bates2001. 

 

We can check the file size of this document to see if it didn't reach the max limit of 25MB. If it has a large size, that is the reason why the system wasn't able to attach it to the invoice. Let's edit the file to reduce the size. 

 

Then, let's attach the document again. For your customer to view it, we'll have to click on the Add button to link it to the invoice. I've attached some screenshots for a guide. 

 

When creating an invoice, click on the Show existing link. From the right side, click on the Add link for the document. 

 

Then, don't forget to check the boxes of the attachments. 

 

Once the invoice is sent, this is how it will look like when on the customer's email:

 

If the document still doesn't show up, let's have this reported to our Phone Support Team. Then, they will be the ones to create a case for you so our engineers can take a closer look at your account to find a fix.

  1. Click on the Help icon.
  2. Select Contact us.
  3. Enter invoice attachment in the field and click on Let's talk.
  4. Choose a way to contact us either requesting a callback or sending messages.

Of course, we are here to help you in any way we can. 

View solution in original post

Highlighted
Level 2

Attachments to invoices not going to Customer

Will check the file size and see if its too big and if I can reduce. We have done all the steps you have shown for the attachments so at least I know I am on the right track.

 

Thanks for your help. I will contact the support team if I have further problems.


Thanks again

Highlighted
Level 2

Attachments to invoices not going to Customer

It turns out my problem is that I want to send it from my business address by copying the link and not saving and sending from the QBO email. If I save and send to the client then the attachments are in the email. Currently this is the only way attachments can be sent with an invoice. (I had a call and we tried this and it worked-everything else didn't work)

 

Highlighted
Level 1

Attachments to invoices not going to Customer

Is the limit per attachment, or is it an overall limit (total of all attachments)?

I have a customer who would have circa 100 supporting invoices that need to be attached to their bill.  I can, of course, keep the size of each of these attachments well beneath the limit -- but am concerned that there's an overall/aggregate size limit.  Please advise.

 

Thanks!

Highlighted
Moderator

Attachments to invoices not going to Customer

Thanks for checking this with us, walshc001.

 

I can provide clarification to your concern about the maximum limit for attachments in QuickBooks Online (QBO).

 

The 25MB maximum limit is applicable per attachment and not the total limit of the all the attachments in the transaction.

 

Learn more about how attachments works in QBO through this article: Attachments in QuickBooks Online.

 

The Community is always open whenever you need help with QuickBooks. Stay safe and have a nice day a head!

Need to get in touch?

Contact us