Hi there, sparkync.
I recognize the importance of sending invoices as PDF files. Please know that when you send an invoice, the system automatically attaches a PDF file to the email.
If you need to include another PDF or any other file, you can click the Attach File button upon creating the invoice. Once done, just select the Invoice and Attached Files option from the Email drop-down menu to send the invoice along with the attachment.
Also, I’ll be sure to share your thoughts with our engineers to see if this feature will be available on the next updates. I also recommend requesting this feature to our product developers. We'd love to know how we could make the program cost and time efficient to help run the business better.
Let me guide you through the steps to send the feedback:
- Click the Help menu.
- Select Send Feedback Online.
- Click Product Suggestion.
- Hit Send Feedback.
I've got you these helpful articles for ideas about modifying and personalizing your sales form, see this article: Customize invoices, estimates, and sales receipts in QuickBooks Desktop
If you have any other concerns or questions about managing your invoices, please don't hesitate to add a comment below. Have a pleasant day ahead.
