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mokhosi
Level 1

How do I send invoice as attachment instead of it appearing on the body of the email?

How do I send invoice as attachment instead of it appearing on the body of the email

1 Comment 1
ZuzieG
QuickBooks Team

How do I send invoice as attachment instead of it appearing on the body of the email?

Hello Mokhosi,

Thank you for reaching out to us with your question. So that I know I'm on the same page, you want to send an invoice as an attachment instead of including it in the email body. I can definitely guide you through how to achieve this effectively.

 

In QuickBooks Online (QBO), invoices sent via email automatically include both the message body (containing invoice details) and a PDF attachment. Unfortunately, QBO does not currently offer a feature to send only the PDF attachment without a message body.

 

However, there's a workaround: you can manually download the invoice as a PDF and send it to your customer using your own email client. This method allows you to customize the email completely and ensures the invoice is sent only as an attachment, without any accompanying details in the email body.

 

Here's how:

 

  1. Open the invoice that you want to send the attachment with.
  2. Click the Print or Preview.

    image (7).png

  3. Then you will see the invoice. Select Download, and it will be saved to your computer. Now you can send this to your customer through email directly without including a message body for the invoice.

    image (6).png

 

Following these steps should help you achieve exactly what you are looking for. If you have any additional questions or need further assistance, please don’t hesitate to leave a comment below. I'm here to ensure you get the most out of our service, and look forward to hearing from you! Have a great rest of your weekend.