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Level 1

PDF invoice not attached on email

When I create billable expenses to customers and attach supporting receipts and at the time of billing I select attach to invoice, the email is sent with all the supporting attachments but there is no pdf invoice attached. It becomes very cumbersome to then click and click and download invoice from the email since there is no invoice attached in PDF.

 

The settings and invoice form clearly has pdf attached checked off.

 

Assist to fix this problem.

4 Comments
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QuickBooks Team

PDF invoice not attached on email

Hi there, @HAM9.

 

I've got some instructions to share on how you can have an invoice attached in PDF to show on your emailed transactions, together with the attachments that you've included.

 

You'll need to select the Show full details in email option from the Online delivery section from the Accounts and Settings. This way, all the information in your sales entry will show up on your customer's email.

 

To do that:

  1. Click on the Gear icon at the top.
  2. Press on Accounts and Settings.
  3. Refer to the Sales tab.
  4. Tick on the pencil icon beside Online delivery.
  5. Select on the  Show full details in email radio button.
  6. Make sure to put a check-mark on the PDF Attached box.
  7. Hit on Saveinvoice pdf.PNG
  8. Tap on Done.

For more details about the different file types that you can attach to any transactions in QBO, together with thing that you need to know when emailing them, please see these links below:

  1. What transactions can keep attachments?
  2. Learn how to customize, attach files, and email sales forms to your customer within QuickBooks Onlin...

Let me know if there's anything else that you need about this or with QuickBooks. I'd be happy to help. Have a good one!

Highlighted
Level 1

PDF invoice not attached on email

@BettyJaneB All that has been checked and done but yet still the PDF invoice was not attached on the email (the Expenses attachments were correctly attached though).

 

Kindly respond.

Highlighted
Level 1

PDF invoice not attached on email

@BettyJaneB All that has been done and checked but yet still the PDF invoice not attached to the email (Expenses attachments are correctly attached though).

 

Kindly respond.

Highlighted
QuickBooks Team

PDF invoice not attached on email

I appreciate the update that you gave, @HAM9.

 

Allow me to provide additional insights to get this PDF invoice attachment issue sorted out.

 

To start with, let's try accessing the email that you've sent on a private window. At times, the stored data on the regular browser may lead to unusual behavior like the missing PDF attachment of the invoice.

 

If it works perfectly, you may clear the browsers' cache to remove the unnecessary data and refresh your files. It also prevents this hurdle from occurring. 

 

However, if the problem continues after performing the steps above, I recommend contacting our Customer Care Team. They have the tools that can help conduct a further investigation in this matter to identify its root cause.

 

To add up, I'd like to share these resources below, which provides instructions when you encounter delivery errors due to attachments upon emailing sales forms in QBO, together with viewing the list of bounced emails:

I'll be right here to assist you if you have any other questions or concerns. Just leave a reply below. Take care!

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