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Level 1

Invoices are not attaching to my emails

When I send an email to my client, the PDF invoices are not attaching to it.
6 Comments
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QuickBooks Team

Invoices are not attaching to my emails

I can help you sort this out, @srachman.

 

Let's first make sure your account's Online Delivery is set up properly. 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. undefined
  5. 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.

Highlighted
QuickBooks Team

Invoices are not attaching to my emails

Hello there, @srachman.

 

I want to make sure your customers are able to see the PDF attachments on the email you've sent. Have you tried performing the troubleshooting steps I shared above?

Visit the Community again if you have other questions or concerns. I'll be more than happy to assist you again.

Highlighted
Level 1

Invoices are not attaching to my emails

I am having the same issue and it just started. I have been using Quickbooks online for over 3 years and never had a problem :)

Highlighted
QuickBooks Team

Invoices are not attaching to my emails

Thank you for your loyalty to QuickBooks Online (QBO), @wittlane76.

 

Let's get your PDF invoices attached to your email so you can get back to working order.

 

To get started, were you able to review the options stated by my colleague IamjuViel above? If you haven't yet, please do so.

 

If the options were turned on, let's try sending an invoice to yourself to check if there's an attached PDF.

 

If there's no PDF attached to the emailed invoice, let's log in to your QBO account using a private or a different browser. It's possible that your browser stores frequently-accessed data, thus causing websites, like QBO, to act weirdly.

 

Here's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Command + Shift + N for Safari

Once logged in, go back and try to email the invoice again to yourself to double-check.

 

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 

If they get the same result, I highly suggest contacting our Phone Support Team. This way, they can further investigate this matter and provide additional troubleshooting steps. They can also create an investigation ticket if other users experiencing the same.

 

If you need any additional assistance while managing invoices, you can leave a comment below. I'll be sure to get back to you. Wishing you all the best.

Highlighted
Level 2

Invoices are not attaching to my emails

This started happening to me yesterday.  My invoices have always attached as PDFs to my emails.  Now, all of a sudden on a Monday morning, I'm getting all of these messages from my customers that there are no attached PDF invoices on their invoices.  And I need to go back in, and re-send all of my weekly invoices.  I was thankfully able to fix the problem by using the information provided by Support by going into the Settings and selecting the PDF attach button.  (The email invoice template already had it checked even though it wasn't happening.) However, I didn't do anything to make this happen!  This must have been some sort of glitch in an update or new coding or something.  It's extremely frustrating and poor customer service to make changes like this to customers with no notification.  I should not have had to go into the Settings and fix settings that always worked in the past.

Highlighted
QuickBooks Team

Invoices are not attaching to my emails

Hello all.

Thanks for reaching out to the QuickBooks Community.  This is an ongoing investigation and our team is working on a solution.  We appreciate your patience in this issue and hope to have this working for you all as soon as possible.

 

If you would like to be alerted when this investigation has been resolved, contact our Support Team and let and let the agent know that they are impacted by INV-51962.

 

To reach out to QuickBooks Online Support:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Enter your concern, then select Let's talk.
  4. Select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

Again, thank you all for your continued efforts in resolving this issue. Take care.

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