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PDF invoices

Forum|Forum|5 years ago
July 7, 2021
2 replies
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Is there a way to send PDF invoice attachments only "as needed" (i.e. to specific customers only, not all)?

QuickBooks Online

Best answer by JenoP

You're correct, dLearned.

It will be applied to all sales forms including sales receipts and estimates. You can also download the invoices as a PDF document, use them as an attachment when emailing the invoice outside of QBO.

Here's how to download the invoice:

After creating the invoice, click Print or Preview at the bottom of the transaction.
Select Print or Preview.
Click the Download button in the lower-right hand corner.

Here's an article for more details: Download and Save Invoices, Other Sales Forms, and Statements as PDF.

I'd also like to share these articles with you

You can always reply to me or join us again here anytime have other questions. We're always here to guide and assist you.

M

Maybelle_S

QuickBooks Team

We're glad to see you here in the Community, @dLearned.

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 have 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 checkmark on the PDF Attached box.

7. Hit on Save.

8. Tap on Done.

Once done, open the invoices you want to send to your customer.

For more details about the different file types that you can attach to any transactions in QBO, together with things that you need to know when emailing them, please see this link: What transactions can keep attachments?

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!

D

dLearnedAuthor

New Member

Thank you for your reply.

I saw that functionality, but doesn't that apply to all sales? Are you suggesting that I turn this on and then off each time I happen to need to bill the customer in question? (That was my assumption on how the setting works given that the screenshot you have linked states "email options for all sales"). Is there a less cumbersome way? I believe I can download the invoice prior to sending and then attach it when sending (although that results in copies of the invoice on my hard drive)

JenoP

Answer

QuickBooks Team

You're correct, dLearned.

It will be applied to all sales forms including sales receipts and estimates. You can also download the invoices as a PDF document, use them as an attachment when emailing the invoice outside of QBO.

Here's how to download the invoice:

After creating the invoice, click Print or Preview at the bottom of the transaction.
Select Print or Preview.
Click the Download button in the lower-right hand corner.

Here's an article for more details: Download and Save Invoices, Other Sales Forms, and Statements as PDF.

I'd also like to share these articles with you

You can always reply to me or join us again here anytime have other questions. We're always here to guide and assist you.

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I am having same issue., my client ll one by one want PDF only sent to them. I should not need to save every invoice as a PDF and then attach it to invoice manually. I do hundreds if these a day. I was told I should just be Abe to " send as PDF " and that be it and not seeing any way to do this. if I need to do this action for every invoice why am I even using this service ? I should not be that hard for QB too code a option toggle to also send at PDF in email to our clients.

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