Is there a way to include the PDF invoice on the initial invoice email, but then NOT include the PDF on the reminder emails?

dan185 · ‎January 26, 2022

I have multiple clients that use an automatic categorization workflow to take PDFs from invoice emails and upload them to their accounting system. So they need the PDF attached to the initial invoice email. However, when they receive the reminder emails having an attached PDF makes their system think that it is a new invoice. So for every reminder email they receive about an outstanding invoice they end up having duplicate invoices in their system. Is there a way to turn off the PDF attachment feature for the reminder emails?

MadelynC · ‎January 27, 2022

I’ve got some information for you, Dan.

As long as the PDF Attached feature is checked in your Account and Settings, your clients will receive invoice emails with PDF files.

I can see that retaining this functionality while excluding it from your reminder emails is helpful in your business. You can send this idea through your QuickBooks Online company file so our developers can take action to help improve your experience. I’ll show you how:

Go to the Gear icon, then select Feedback.
Enter your suggestions, then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can select Skip and send message.
From the drop-down, choose the appropriate category, then press Send message.

You can track feature requests through the QuickBooks Online Feature Requests website.

If you want to add specific information or modify the layout of your sales forms. You can use this reference for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Don't hold back to drop a comment below if you need further assistance in managing your invoice transactions. We’ll be here to help. Take care!

View solution in original post

TirzahC · ‎January 26, 2022

I'm here to help you sort this out, dan185.

How the invoice is sent will determine the options available for accepting customer payments. We can go ahead in the Settings and turn off the PDF Attached feature. The steps below will walk you through the process:

Select the Gear icon and click Account and Settings.
Choose Sales on the left panel.
Navigate to the Online delivery section and click the Pencil icon.
Uncheck PDF attached.
Select Save and click Done.

To manage your sales form, you can check the articles below for additional guide:

Additionally, I recommend the following article, which covers the different email options that are available: Email Sales Forms Directly To Your Customers From QuickBooks Online.

Let me know if you have other questions. I'll be here to help in any way that I can. Take care and stay healthy.

dan185 · ‎January 27, 2022

Hello Tirzah,

Thank you for the explanation. I am familiar with how to remove the PDF from the invoice. What I want to do is retain that functionality, while also NOT including the PDF on the automatic reminder emails that get sent out when the invoice is overdue.

MadelynC · ‎January 27, 2022

I’ve got some information for you, Dan.

As long as the PDF Attached feature is checked in your Account and Settings, your clients will receive invoice emails with PDF files.

I can see that retaining this functionality while excluding it from your reminder emails is helpful in your business. You can send this idea through your QuickBooks Online company file so our developers can take action to help improve your experience. I’ll show you how:

Go to the Gear icon, then select Feedback.
Enter your suggestions, then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can select Skip and send message.
From the drop-down, choose the appropriate category, then press Send message.

You can track feature requests through the QuickBooks Online Feature Requests website.

If you want to add specific information or modify the layout of your sales forms. You can use this reference for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Don't hold back to drop a comment below if you need further assistance in managing your invoice transactions. We’ll be here to help. Take care!

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Is there a way to include the PDF invoice on the initial invoice email, but then NOT include the PDF on the reminder emails?