Appending attachments to invoices

Hello there, BIMilizationInc.

Yes, there is. I'll show you how you can attach a file or a pdf file to your invoice. First, enable the PDF Attached in the settings.

1. 1. Go to the Gear icon and select Account and Settings.
   2. In the Sales tab, click Online delivery.
   3. Check the PDF Attached box.
   4. Click Save. Then, Done.

You can then follow these steps to add files to your invoice:

1. Go to the +New button and select Invoice. If you've an existing invoice, open it by going to the Sales > Invoices> filter the correct dates and double click to open the invoice.
2. Click the Attachment icon and select the file you saved from your desktop.
3. Make sure to tick the Attach to email box.
4. Click Drag/Drop files here or the Attachment icon to add another attachment.
   
   

Email it through QuickBooks by clicking the Save and Send button. Or, you can follow these steps:

1. Go to Sales and select Invoices.
2. Find the invoice and click the drop-down arrow under the Action column. 
3. Then, select Send. 

Here are the links that you can review to learn more about managing sales forms:

• Email or print multiple invoices and sales forms.
• Customise invoices, estimates, and sales receipts.

If you have anything to ask about QuickBooks, you can always add another post below. I'd be glad to help you resolving issues and provide details you need in the future. Take care and have a good one, Henri.

@SarahannC Thank you for your reply!

We do have that option selected and we are able to send the attachments as separate files no problem.

But my question was, am I able to send the invoice and the attachments as 1 single PDF file? Now it sends 2.

-Henri

Thanks for the quick response, @BIMilizationInc.

I appreciate you clarifying your invoice’s attachment concern. I have some information to add about this.

It’d be great to have all the product details and attachments in a single PDF file. However, this is currently unavailable in QuickBooks Online.

Your ideas matter to us. With this, I’d suggest sending feedback request to our product development team. They will evaluate these and pick some of them to include in future updates. This way, we can help you with your business needs. 

Here’s how:

1. Go to the Gear icon.
2. Under the Profile column, click on Feedback.
3. Share your feedback. Then, click Next.

You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

Additionally, you can email or print multiple invoices. You can also personalise your invoice template to add specific info. For the complete instructions, check out this article: Customise invoices in QuickBooks Online.

Furthermore, visit this reference to learn how to handle customers' transactions and payments: Record invoice payments in QuickBooks Online.

If you require more information about managing invoices in QuickBooks Online, please let me know. I'm always here to help out in any way I can.