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strempan
Level 1

Cannot send invoices with Quickbooks Email

Hello!

 

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.

 

Thanks 

5 REPLIES 5
JamesC
QuickBooks Team

Cannot send invoices with Quickbooks Email

Hey Strempan,

 

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.

strempan
Level 1

Cannot send invoices with Quickbooks Email

Hi there,

 

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 ??

 

Thanks 

GeorgiaC
QuickBooks Team

Cannot send invoices with Quickbooks Email

Hi strempan,

 

 

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.

 

Thanks!

ticoachjames
Level 1

Cannot send invoices with Quickbooks Email

It's hopeless system as emails generated by QuickBooks almost always go to junk.  Their invoice should automatically be sent via our own email account.  I have to physically send a pdf every time

JaeAnnC
QuickBooks Team

Cannot send invoices with Quickbooks Email

Thanks for joining in on the thread, @ticoachjames

 

I can see how the option to send invoices via your email account would be helpful for you and your business. However, this is currently unavailable in QuickBooks Online (QBO). 

 

Let me help you share your thoughts and ideas with our software developers. They can review all the feedback we receive and might incorporate them into our future product updates to meet the needs of our customers. 

 

To do that:

 

  1. Go to the Assistant feature.
  2. Enter Submit a Feedback.
  3. Select Add a feature.
  4. Type in your suggestion.
  5. Select Yes to confirm.

 

If you're interested in creating a new transaction from a receipt image, you may read this article: Record or attach expense receipts in QuickBooks Self-Employed. This way, we can attach receipts to transactions we've already entered in QBSE.

 

Please click the Reply button below if you have additional concerns about managing invoices in QBSE. We're always around to help. Take care!

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