Hi there, @Rvanvleet. I recognize the importance of having a PDF file attached to your invoice.
First, let's ensure to tick the PDF Attached in the Account and Settings to send an invoice with a PDF file.
Here's how:
- Go to the Gear icon, then select Account and Settings.
- Select Sales.
- In the Online Delivery, click the Pencil icon.
- Tick the PDF Attached.
- Click Save and Done.
Once done, if the PDF Attached box still doesn't exist on your end, you can perform some troubleshooting steps to ensure this is some browser-related issue.
You can open your account in an incognito mode. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster.
Here's how to access incognito mode in some of the most commonly used web browsers:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Option + P
If you can tick the PDF Attached in the Acocunt and Settings by browsing privately, it's safe to say that it's caused by the browser. You can fix it by clearing your cache and cookies.
Alternatively, you can run QuickBooks on another supported browser like Google Chrome to isolate this issue.
Also, I'll be sharing these resources that will guide you in recording invoice payments and personalize your sales forms in QuickBooks:
If you have additional concerns related to your invoices, please don't hesitate to post them here in the Community space. Stay safe!
