Are invoices sent as a PDF?

It's a pleasure to have you here, Mary. Yes, QuickBooks Online (QBO) can automatically send invoices as PDFs. I'm thrilled to help you set this up so you can streamline your invoicing process.

By enabling this feature, you’ll ensure that your invoices maintain their formatting across devices, giving them a polished and professional look.

Here’s how to do it:

1. Go to the Gear icon at the upper left.
2. Choose Account and Settings under Your Company tab.
3. Navigate to the Sales section.
4. Under Online Delivery, tick the box for PDF Attach.
5. Hit on Save.

I've attached a screenshot for your reference:

Furthermore, I recommend bookmarking these other articles about personalizing your sales form and sending invoices over time as you work off an estimate in QBO:

• Customize invoices, estimates, and sales receipts in QBO
• Set up and send progress invoices in QBO

I can help you further if you need clarification about sending invoices in PDF or have other inquiries with your other sales forms in QBO. Just get back to me in this conversation by clicking the Reply button. Thanks for dropping by!