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K
kross1
March 30, 2022
Solved

Invoice attachments

  • March 30, 2022
  • 3 replies
  • 16 views

Even though the PDF attachment box is checked under online delivery in our account settings, the PDF attachments are not being sent with the invoice to our customer. How can I fix this?

Best answer by mv32

 Thanks for posting to the Community, @kross1.

 

I can see that you have already checked the Online delivery option to send invoices. Allow me to share additional insights to accomplish sending PDF attachments to your customer's invoice.

 

You'll have to tick the Show full details in the email option from the Online delivery section from the Accounts and Settings. In 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 section.
  4. Pick on the pencil icon beside Online delivery.
  5. Tick the  Show full details in email radio button.
  6. Make sure to put a checkmark on the PDF Attached box.

     
  7. Select Online invoice for Additional email option for invoices.
  8. Hit on Save.

 

Once done, you'll want to 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 QuickBooks, together with things you need to know when emailing them, please see this link: What transactions can keep attachments?

 

Feel free to visit again if you still need more help with sending your sales forms. I'll be around to assist you more. Take care always.

3 replies

M
mv32Answer
Level 8
March 30, 2022

 Thanks for posting to the Community, @kross1.

 

I can see that you have already checked the Online delivery option to send invoices. Allow me to share additional insights to accomplish sending PDF attachments to your customer's invoice.

 

You'll have to tick the Show full details in the email option from the Online delivery section from the Accounts and Settings. In 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 section.
  4. Pick on the pencil icon beside Online delivery.
  5. Tick the  Show full details in email radio button.
  6. Make sure to put a checkmark on the PDF Attached box.

     
  7. Select Online invoice for Additional email option for invoices.
  8. Hit on Save.

 

Once done, you'll want to 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 QuickBooks, together with things you need to know when emailing them, please see this link: What transactions can keep attachments?

 

Feel free to visit again if you still need more help with sending your sales forms. I'll be around to assist you more. Take care always.

A
Admiralnyc
May 12, 2023

I did this months ago and recently found that some invoices for customers have the PDF attachment and some do not. This was easy to see as customers paid the invoices that had the PDF attachment and ignored the invoices without them. I had to go into settings and found that it was unchecked for invoices again (curious as I did not do this). The only thing that seems different is the updated sales layout. Is QBO inadvertently resetting previously checked settings when it updates the site?

K
Kevin_CModerator
Moderator
May 12, 2023

Thanks for chiming in on this thread and sharing the details of your concern, @Admiralnyc. I'm here to clarify a few things for you.

 

Since QuickBooks Online (QBO) is a cloud-based platform, all the data entered and checked preferences in your settings will automatically sync for any web/browser logins.

 

If you aren't sure if there have been any changes, I suggest checking the audit log in your QBO account. This way, you can see who made changes to your books and what entries or adjustments they made. I'll show you how:

 

  1. Go to Settings and then select Audit Log.
  2. Choose Filter.
  3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  4. Click on Apply.

 

In some cases, QBO will automatically create specific user profiles to track certain actions in the audit log. You can check out this article for more details about this feature: Use the audit log in QuickBooks Online.

 

Additionally, feel free to save these resources that will help you with personalizing your QBO account to whatever you need to change:

 

 

Feel free to get back to me if you need further assistance with managing your QBO account. I’ll be more than happy to work with you again. Have a good one!

E
enezz
June 16, 2022

I am having the same issue. I've been using it for years with no problem whatsoever, and just yesterday the email was received by customer with no invoices attached.

I can't find the gear icon you are referring to , is this only for online QB?  I have quickbooks desktop 2021 and have always used my webmail. No changes were made on preferences or send form , but just yesterday my customer replied email was without invoices attached ( I copied myself and I didn't get them as well) 

Also, not sure if this is related or not...but the last couple of weeks, everytime I emailed the invoices I would receive a message back on my mail saying "delivery has failed to these recipients" and there's an unknown email that was NOT included on my sent list 

Please help

H
hornabro
January 29, 2024

I have been able to get my account set up so that I can send attachments in my invoice email to customers. However, each attachment currently appears as its own separate file that is attached to the body of my email. Is there a way to configure my settings so that my attachments are concatenated with my PDF invoice in a single attachment file in my invoice email?

    Z
    ZackE_QuickBooks Team
    QuickBooks Team
    January 29, 2024

    Thanks for joining the Community and getting involved with this thread, hornabro.

     

    I can certainly understand how an ability to send attachments with invoices could be useful and have submitted a suggestion about it as of today.

     

    You can also submit your own feature requests while signed in.

     

    Here's how:

     

    1. Use the Gear icon, then go to Feedback.
    2. Enter your suggestion(s) in the Have feedback? window.
    3. If necessary, attach a file with your Camera icon.
    4. Select Next.

     

    Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

     

    You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

     

    I've also included a couple detailed resources about working with invoices and attachments which may come in handy moving forward:
     

     

    I'll be here to help if there's any questions. Have a lovely day!

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