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How do I have QB automatically attach a PDF version of the invoice to my customer? QB Online

 
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How do I have QB automatically attach a PDF version of the invoice to my customer? QB Online

Hello @choiceconsulting,

 

You can turn on the PDF Attached option to include a PDF copy when sending invoices to your customers. Let me show you how.

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Accounts and Settings.
  3. Select Sales.
  4. On the Online delivery section, select the Pencil icon.
  5. Put a checkmark on the PDF Attached option to turn it on.
  6. Select Save.
  7. Click Done.

Additionally, I've got you this helpful article for the different methods you can start using in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

If you have any other questions, please let me know in the comments. I'll be here to lend a helping hand. Stay safe!

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