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G
gustavo6
September 16, 2021
Question

My invoice doesn't attach the file PDF invoice.

  • September 16, 2021
  • 8 replies
  • 84 views
Each time when we generate a new invoice, when I click send, My customer received the email but missing the PDF attachment of the invoice. problem since 8-30-21 QuickBooks online has not resolved.

8 replies

C
Charies_M
Level 9
September 16, 2021

Let's get this working, gustavo6.

 

The missing PDF attachments to invoices can be fixed by making sure that the PDF Attached option is enabled 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. 

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

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.

Let me know how it goes or if you ran into a different situation by adding a reply below. I'd be happy to help.

L
Lisam-HFG
November 4, 2022

I keep doing the steps described in this post and it keeps "unchecking"  I never know if it is attaching the PDF or not.  Customers are getting frustrated because sometimes the invoice PDF is attached and some times it is not.  Why will it not stay checked after I have saved it - MULTIPLE TIMES!  I check this setting every morning now, but sometimes it "unchecks" in the middle of the day - no rhyme nor reason to it - SOOOO ANNOYING!

T
TirzahC
Level 4
November 4, 2022

I understand your frustration and Please know that this isn’t the kind of service we want you to experience in attaching the PDF, Lisam-HFG.
 

For more details about the different file types that you can attach to any transactions in QBO, please see this link: 

 


If you have other concerns about attaching PDF invoices in QuickBooks, feel free to let us know. We'll be around to help you more. Stay safe and well!

C
Charies_M
Level 9
September 18, 2021

Hi gustavo6,


Hope you’re doing great. I wanted to see how everything is going about the missing PDF attachment to your invoice that you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

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