Can we attach proof of work done to invoice and can same attachments sent to client via quickbooks?

An invoice is one type of transaction in QuickBooks Online (QBO) where you can include attachments to them, @TekHops. I'll share with you the steps you need to take to successfully include attachments.

You'll need to open the invoice to add an attachment to it. Here's how:

1. Highlight the Sales tab, then select Invoices. 
2. Locate the invoice you need. Click it, then tap Edit invoice. 
3. Scroll down and press the Attachments section on the bottom-left of the invoice page. 
4. Choose the attachment for the invoice, then hit Open. 
5. Click Save and close.

For more information about attachments, see this article: Attachments in QuickBooks Online. It includes all the transactions where you can include attachments to them, as well as the acceptable file types you can use. 

Post a reply if you have other concerns about attachments in QBO. I'll be around to help you out. Enjoy the rest of the day!

Hi Ryan, 

Thank you for your response. Yeah that part of the invoice feature is cool. What we're looking for is to send those attachments under invoice to customer.

1. Highlight the Sales tab, then select Invoices. 

2. Locate the invoice you need. Click it, then tap Edit invoice.

3. Scroll down and press the Attachments section on the bottom-left of the invoice page. 

4. Choose the attachment for the invoice, then hit Open.

5. Click Save and close.

6. We need those attachments sticked to invoice also be delivered to customer?

Thank you,

RJ

It's good to see you here, @TekHops,

I'll guide you through the process of attaching documents to your sales transactions and mailing it to your customers.

To append these attachments to the customer invoices for sending, follow the steps below:

1. On the invoice, scroll down to the Attachments box.
2. Click the box showing Drag/Drop files here or click the icon.
3. Pick a file from your drive then save the transaction after.
4. Make sure to click the Attach to email option.
   

Send the invoice to the customer after doing the steps above. Once the recipient gets the invoice on their email, they will see the attachment above the invoice link. See this:

Get to know more about this Attachments feature by checking out this article: Attachments in QuickBooks Online

If you need further help with attachments or other QuickBooks topics, let me know in the comment. I'm always here to help you. Have a wonderful day!

Hi, we are asking about the same thing, except, how do we activate the attachments when we send the invoice to our clients via links created by quickbooks? 

I'm here to share details about activating attachments when sending invoices to your clients through QuickBooks Online (QBO), @monsieurduk.

Adding attachments to your transactions will allow you to have a more organized record-keeping. When you attach documents to an invoice, you'll have to make sure you select the Attach to email check box, then use the Save and send option to email the transaction. This way, the attachments are activated, and clients can download them accordingly.

Please refer to the screenshots below for your reference.

However, when you're using the Save and share link option when sending the invoice to your clients, the attachments won't be included or activated. 

To learn more about attachments, please refer to this article: Attachments in QuickBooks Online.

Also, to further guide you in managing your sales and income transactions in QBO, I'd recommend checking out this article: QuickBooks Help Articles for Sales and Customers. It includes topics about managing client invoices and customizing sales forms, to name a few.

Let me know if you have other concerns about managing attachments on invoices in QBO. Feel free to comment below, and I'll gladly help. Take care always, @monsieurduk.