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halcondon209
Level 1

Customize invoice to make and send it as a PDF file?

 
3 Comments 3
RenjolynC
QuickBooks Team

Customize invoice to make and send it as a PDF file?

Hi there, halcondon209.

 

Customizing an invoice in QuickBooks Self-Employed is unavailable. However, when you send the invoice to your customer, it'll be attached as a PDF file.

 

You can also preview the invoice before sending it, so you'll see what it looks like. Otherwise, try to send it to your email address.

 

I'm adding this article for reference on what will happen when you send an invoice to your customer.

 

Don't hesitate to commend here if you need more help with invoices in QuickBooks Self-Employed. Have a great day!

Kt
Level 1

Customize invoice to make and send it as a PDF file?

I’m having issues with my invoices not sending in pdf form or with any pdf even attached. Is there something I can do. 

JonpriL
Moderator

Customize invoice to make and send it as a PDF file?

Hello @KT,

 

As of the moment, there an option to send an invoice with a PDF copy attached to it.

 

In the meantime, you wan wanted to consider exporting your invoice so you can save a PDF copy of it. To do so:

  1. Go to Invoices.
  2. Find an invoice you wanted to create a PDF copy.
  3. Under ACTION, select the Mark as paid menu.
  4. Click Export as PDF. 007.PNG

I've got you this article for more insights about your invoices: What's new with QuickBooks Self-Employed Invoicing?

 

Let me know in the comment section down below if you have any other questions. I'm always around happy to lend a helping hand.

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