I am using the Self Employed version, and would like to know if you can send an invoice as a PDF attachment when sending it out?
I deal with a company who uses a platform that looks for attachments to emails to process payments.
Unfortunately, at the moment - no - the invoices are sent in a standard format.
You are able to Export to PDF, the invoice - and then manually attach it too an email - for this client. - It won't update you when they've read it though.
Once the customer has paid, you'd record that payment in the Transactions section with the right date and amount - alongside marking the invoice as paid in the invoices section.
Thanks for the quick reply.
Thats a shame! I have used the export option before a couple of times, but I still had to send the invoice via QB to allow the mark as paid option to show up.
Is there a way around this ??
You're right, the 'Mark as paid' function will only appear if the invoice has been sent. The only workaround would be to use your own personal email so that you can mark this as paid without sending to the customer twice.
We apologise this is not an ideal solution and welcome any feedback here.