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Join nowHi 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.
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.
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
In todays environment we smaller companies need to speed us our process.. If i want to make sure that i have a increase letter attached to each invoice, rather to manually attach it each time is a huge time saving. There should be a rule how long the attachment is valid for. What is the reasoning that there cant be some way to make a permanent attachment for an invoice? thank you in advance..
Attaching files should be done manually and that's how in the program, andyscllc.
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Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. You can track feature requests through the QuickBooks Online Feature Requests website.
Don't hesitate to post again if you have additional concerns. I'm always right here to help manage your invoices and attachments.
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