Is is possible on a payment receipt to have the attached attachment emailed out as well? It works if we send the invoice, but not when we process payment.

Welcome to the community, @ajwhitten01.

If you are referring to Recieve payments, just like an invoice attachment is also available.

Let me guide you how:

1. On your left navigation pane, click on the +New icon.
2. Under customer, select Recieve payments.
3. On the bottom left side of your screen, click on Attachments.

For your future reference, you can use this article about attachments: Attachments in QuickBooks Online.

Let me know if you have additional questions, I'm always here to answer them. 

Thanks for the info.

Here is my steps.

Click on Receive Payment and select the invoice to receive payment via a Credit Card.

Attach the Invoice documentation for the invoice in the attachments area. There is not check box to included with email as there is within the actual invoice.

Click on Save and Send to process the Payment.

Get the Receipt Screen to send the receipt email. 

Only the Receipt of the purchase get emails to my clients, the attachments that I add before processing the Credit Card Payment do not get emailed out after payment.

Now if i just send out the Invoice to the client, the attachments get sent with them.

This is in Quickbooks Online btw.

Hi thanks for the information.

Here is how we process the invoice in Quickbooks Online.

1. Invoice is imported

2. We then attach a pdf with the appropriate description information and click on the Attach to email option.

3. Then click on Receive Payment

4, Select Credit Card ad Payment Option.

5. Select the invoice to be paid

6. At this point there are no attachments in the Receive Payment Screen, so we add the same PDF's to that page, but there is no option to check for attach to email.

7. We click on Save and Send to Process the Payment and Send a confirmation Email.

8. We get the Next email screen, with no options to add or verify attachments. So we click on send and close.

9. The client then received the Receipt Invoice with no documentation, except that XXX invoice has been paid.

So our question is how to we make are the attach documentation get sent out with the Purchase Receipt. Hopefully you might have some ideas.

Thanks

I appreciate you for sharing more details about the steps you've taken, @ajwhitten01.

I'd be glad to guide you on how you'll be able to send your invoice with PDF purchase receipt attachments in QuickBooks Online.

To begin with, once you're done receiving payments for your invoices, you'll have to send the invoice with the watermark "PAID" instead of sending it in the Receive payments window. This way, the invoice having the watermark paid with the PDF purchase receipt attachment will be included. Here's how:

1. Go to the Sales menu at the left pane.
2. Look for and open the paid invoice transaction.
3. Make sure to choose the correct email and the needed information before sending it.
4. Once everything looks good, you can now hit the Save and Send button.

You'll also want to customize your invoices in QuickBooks Online so you can personalize it. Read through to this article for the steps: How do I customize my invoices in QuickBooks Online?

Please let me know if you hit any bumps along the way by leaving a comment below. I'll be around to help. Take care and have a good one!

Thank you.

I will give that a shot. Good to know that the sending of the paid receipt does not send the attachments. I can adjust or protocols now to not send those and just focus on sending the paid invoice instead.

I think it would be very helpful to be able to send a paid receipt in the Receive payments window rather than having to go to the specific invoice to send it out. Can I request this feature be added? 

It's somewhat inconvenient because I also have to change my automated email when I send the invoice so that it doesn't say something like "We appreciate your prompt payment," when the payment has already been made. It's also more intuitive to send the receipt when recording the payment rather than backtracking. 

That's a nice idea, Adjsc. 

We love to hear our users' insights and ideas. We can request that feature to be added. Let me show you how to send feedback directly to our product engineers:

1. Click the Gear icon.
2. Select Feedback.

I'll share our QuickBooks Blog to update you with the latest news from QuickBooks including product improvements and new features. 

Feel free to let us know if you have other concerns. We'll be right here to help you. Keep safe!