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idalogin
Level 1

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

 
13 Comments 13
Charies_M
Moderator

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

Thanks for coming here, idalogin.

 

We haven't received a similar issue about missing invoice PDF attachment in QuickBooks Online (QBO). However, I'm here to help get this working.

 

Since the attachments will not automatically send to the customer, let's make sure to enable the PDF Attached option from the Online delivery section of your Accounts and Settings. This way, the invoice PDF attachment will show up on your customer's email.

 

To do that:

  1. Click on the Gear icon at the top.
  2. Press on Accounts and Settings.
  3. Refer to the Sales tab.
  4. Tick on the pencil icon beside Online delivery.
  5. Make sure to put a check-mark on the PDF Attached box.
  6. Hit on Save

For more details about the different file types that you can attach to any transactions in QBO, together with thing that you need to know when emailing them, please see these links below:

To double-check, you can view the uploaded attachments under the All list page. Attachments will display as a file when you visit the invoice created and not a preview.


Here’s how to view the attachments:

 

  1. Go to the Gear icon.
  2. Select All Lists.
  3. Choose Attachments.
  4. On the Attachments page, you can find the details of your uploaded file and the transaction created.

Know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

jamesrreed
Level 3

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

I started experiencing this issue today (11/2/2020) and came here to look for help.

 

reply appears to have done the trick and resolved my issue.

 

Thank you,

 

J.R. Reed

Charies_M
Moderator

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

Hello, jamesrreed.

 

I'm delighted to know that I was able to help. You're always welcome to visit the Community if you have other concerns in the future. I'd be more than happy to assist. Take care.

 

CyberWM
Level 1

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

I also had this problem and was blaming myself for thinking I made a setting error but now wondering if a Q/B's update caused the problem?

Lorilynn
Level 1

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

This did not help me as the PDF tick box is not present in the online delivery section. Any suggestions? Clients are unhappy.

LollyNino_C
QuickBooks Team

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

I'll help you fix that, @Lorilynn

 

I'm here help with adding payment options to your invoices. 

 

How the invoice is sent will determine the options available for accepting customer payments. If you don't have Online invoicing enabled, you will need to turn this feature on, here's how:

 

  1. Select the Gear icon.
  2. Click Account and Settings.
  3. Select Sales on left of the page. 
  4. Click on the Pencil icon next to Online delivery.
  5. Select the drop-down box under Additional email options for invoices and choose Online invoice.
  6. Click Save and Done.

The online delivery settings will determine how you're able to see the invoice within the email that's sent to your customer. 

 

Here's how: 

 

  1. Go to the Gear (Settings) icon. 
  2. Pick the Account and Settings option under the "Your Company" column. 
  3. Select the Advanced tab. 
  4. Scroll down and locate the 'Online Delivery" section. 
  5. Ensure that the PDF attached box is checked.

If the issue persists, please provide me with some additional insight on this matter. For future reference, this is a link to help you send invoices to your customers and receive payments

 

Let me know if there's anything else that you need about this or with QuickBooks. I'd be happy to help. Have a good one!

Steve F
Level 1

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

Quickbooks keeps automatically unchecking the "PDF INVOICE ATTACHMENT" selection when sending invoices. My customers need a file, not a screen shot of an amount owed. I am getting awfully frustrated, as this has happened three times now with customers having to come back and ask for it to be re-sent and processing not being fulfilled to get paid.

CharleneMaeF
QuickBooks Team

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

I'm here to help you sort this out, Steve F.

 

Let's access your QuickBooks Online account via a private browser. This will help us determine if there's an issue with the browser. 

 

 

Here are the keyboard shortcuts: 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, send an invoice. If you're able to send the invoice with PDF,  let's clear the cache of your browser. This improves the performance of the program.

 

You can also use supported browsers to have the best and most secure experience with QuickBooks. 

 

To learn how to personalize sales form, please see this article:  Customize, Attach Files, and Email Invoices.

 

Additionally, I encourage emailing or printing multiple invoices in QuickBooks. This helps you save more time while doing the task.

 

In case you'll need assistance managing your sales transactions, please get back on this thread. We're always here to help.

Slothless
Level 1

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

I have been having the SAME PROBLEM for months! Quickbooks has not helped resolve it, no matter how many times I try using their useless help tab on the site. I am going to look at using another service as this has been an ongoing issue that they are not willing to help resolve

Catherine_B
QuickBooks Team

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

Hi  Slothless,

 

We have an investigation that's similar to your concern. Our engineers are continually working on a resolution about attaching a PDF file of emailed invoices. Our Product Engineers have discovered a solution and are testing it now though we don't have an estimated time frame as to when a permanent fix will be available.

 

I'd suggest reaching out to our Phone Support Team so they can add your account to the notification list. Any updates and a resolution to this issue will be sent via email. Here's how to contact us:

 

  1. Go to the Help menu.
  2. Click Talk to a human.
  3. Select the best way you'll want to contact us. 

If you still have the older Help feature, you can use this link for your reference on how to get in touch with us. The link also provides our support hours and types: QuickBooks Online Support.

 

In the meantime, you'll want to manually download the PDF file and send it outside the system. Let me show you how: 

 

  1. Open the invoice to send.
  2. At the bottom menu, click Print or Preview and then Print or Preview.
  3. On the screen, hover your mouse at the upper-right and click the Download icon.

Thanks for your patience while we're working on a fix to this concern. I'm just around the corner if there's anything else that you need help with. Take care!

a1auto1821-hotma
Level 1

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

Hello,  I'm new to here. I'm having the same problem too for the last few day on my 2022 qb desktop pro. I just got a new PC withwindow11. it happened after reinstall the qb. It keeps showing the pdf is missing every time Iog in. Try many things, spoke to qb support, share screen for over an hrs. Still can get it working. Every thing that required pdf works outside of qb. Not Microsoft side. Any advice will be very appreciated. 

Thanks in advance. 

Mark_R
Moderator

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

Hello there!

 

I'd love to help you with your issue about the missing PDF. But can you please provide more information about it? Are you referring to the attached PDF of the emailed invoices? Any additional information would help us provide the best resolution to your concern.

 

Please know that the Community forum is always open to help with any QuickBooks concerns you may have. Have a good one!

a1auto1821-hotma
Level 1

My customers are no longer receiving PDFs when I send them invoices. They receive email notifications with no invoice attached. Has anyone else had this issue?

thanks for the reply.

the qb support call me back this morning & have it fix by go in to the pc features & put a check mark on the spx box. now it's all good & back to normal. 

thanks again.

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