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Level 1

Is it possible to automatically attach a copy of our warranty policy to all invoices and have them send with emailed invoices (automatically)?

 
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QuickBooks Team

Is it possible to automatically attach a copy of our warranty policy to all invoices and have them send with emailed invoices (automatically)?

Hi there, @eric-hansen.

 

You're unable to automatically attach a copy of your warranty policy to all invoices and have them sent. You'll want to attach these forms manually to each transaction and send them. I'll guide you how.

 

  1. On the Invoice screen, click Attachments.
  2. Browse the file you want to attach, then click Open to add.
  3. Put a check-mark in the box beside Attach to email.
  4. Click Save and send.

You can check this article to learn more about attachments in QuickBooks Online: Attachments in QuickBooks Online.

 

Should you have additional questions, don’t hesitate to leave a comment below. I’m always glad to help you out.

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Level 14

Is it possible to automatically attach a copy of our warranty policy to all invoices and have them send with emailed invoices (automatically)?

@eric-hansen 

Explore this 3rd party app. You may put your warranty policy as engagement letter and will be sent automatically with your estimate/quote/proposal. Once your customer approved it, the app will generate and release the invoice automatically.  It supports QBO.

http://get.practiceignition.com/quickbooks

 

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