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fuzzy-knuckles
Level 2

Emailed invoices no longer attached?

Just curious who's bright idea this was to remove this feature?

1 Comment
LollyNino_C
QuickBooks Team

Emailed invoices no longer attached?

Thank you for your loyalty to the QuickBooks Community, @fuzzy-knuckles

 

 

 

Let's check the settings to make sure that all your invoices are attached to your emails when sending from QuickBooks Online (QBO). 

 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Hover to the Sales menu.
  4. Scroll down to the Online Delivery section.
  5. Make sure to mark the PDF Attached tick box.
  6. Click the Save button.
  7. Hit Done.

 

 

 

Now, let's make sure that the specific invoice template you're using is also set to attach your invoice as a PDF. Here's how:

  1. Hover to the Gear icon.
  2. Select Custom form styles.
  3. Choose the Emails tab.
  4. Make sure to mark the PDF Attached tick box in the How your invoice appears in the emails section.
  5. When you are ready, click Done

 

Once completed, you can try creating a sample invoice and send it to your personal email. 

 

Feel free to get back to us here if you have other questions about emailing your invoices and other sales forms from QuickBooks. I'm always here to help. 

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