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Best answer April 21, 2024
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Welcome to the Community space, @dreedy.
Let me provide you with the steps for sending your invoices as an email with a PDF attached in QuickBooks Online (QBO).
You can add a PDF attachment when sending your invoice using the Custom form styles feature in QBO. Here's how:
- Go to the Gear icon, then choose Custom form style.
- Click New style and select Invoice.
- Enter a name for your invoice template.
- Select on Emails and tick on the PDF Attached checkbox.
- You can also customize other details if needed.
- Once finished, click Done.
Now, let's customize your recurring invoices using the template we created. Follow the steps below:
- Go to the Gear icon and click Recurring transactions.
- Choose a recurring invoice, then click Edit under the Action column.
- Scroll down and click Customize.
- Choose the custom style you created, then hit Save template.
Moreover, I'm adding this helpful article as your reference in personalizing your other sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Return to this post if you have other concerns about sending and customizing your invoices in QuickBooks Online. I'll be here to lend a hand any time.
Welcome to the Community space, @dreedy.
Let me provide you with the steps for sending your invoices as an email with a PDF attached in QuickBooks Online (QBO).
You can add a PDF attachment when sending your invoice using the Custom form styles feature in QBO. Here's how:
- Go to the Gear icon, then choose Custom form style.
- Click New style and select Invoice.
- Enter a name for your invoice template.
- Select on Emails and tick on the PDF Attached checkbox.
- You can also customize other details if needed.
- Once finished, click Done.
Now, let's customize your recurring invoices using the template we created. Follow the steps below:
- Go to the Gear icon and click Recurring transactions.
- Choose a recurring invoice, then click Edit under the Action column.
- Scroll down and click Customize.
- Choose the custom style you created, then hit Save template.
Moreover, I'm adding this helpful article as your reference in personalizing your other sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Return to this post if you have other concerns about sending and customizing your invoices in QuickBooks Online. I'll be here to lend a hand any time.
I'm glad my colleague was able to solve your problem about the PDF attachment email issue, David.
Let me share some insight on why the product and service are not included in the invoice template in QuickBooks Online (QBO).
In QBO, the term Product and Service is used to refer to as Activity in the Custom Form Style. To resolve this, you can edit the labels and widths to rename the activity as product and service. Follow the steps below:
- Go to the Gear Icon, and select Custom Form styles.
- Locate your newly created invoice template, and select Edit.
- Select Content, and click the Date, Activity, Description, QTY, Rate, and Amount Box.
- Select EDIT LABELS AND WIDTHS.
- Rename the Activity to Product and Service.
- After that, click Done.
For reference, check below for a screenshot:
In addition, you might want to check this article to guide you on how to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts
You can tag me in the comment section if you have any other concerns about the invoice template. I'll be around to further assist you.
The ability to edit your recurring template is essential in ensuring it is custom-made for your business and customers, Christy. I'm here to help you locate the option.
The recurring invoice template has a new interface. That's why the Customize button at the bottom of the page is moved to a different location. The change is due to the new invoice experience applied to all QuickBooks Online (QBO) versions last April and May 2024.
Since QBO has a new layout, we can click the Manage icon to find the customization options. I'll show you how:
- Open the recurring template you want to modify.
- On the Recurring Invoice Template page, click Manage twice to show the options you can edit (Customization, Payment options, Design, and Scheduling).
- Once done making changes, hit Save template.
I suggest browsing this article to learn more about the process: Edit a recurring template in QBO.
Additionally, you can run a Recurring Template List report in QBO. It'll help you see all your frequent sales and expenses and determine which accounts they're linked to on your Chart of accounts.
This thread is always open if you need assistance creating and managing recurring templates. My team and I are always ready to help you out.
