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I tried to search the forums and google this, but didn't find an answer.
Is there a way to append the attachments to the invoice pdf?
So far I've been able to send the invoice and attach an hour bill as a separate file, but our customer is switching systems and wants us to send a single invoice document for email scanning.
Is there a way to add either image files or a pdf file to the invoice pdf and send it thru QBO or do we really need to do it manually?
-Henri
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.
You can then follow these steps to add files to your invoice:
Email it through QuickBooks by clicking the Save and Send button. Or, you can follow these steps:
Here are the links that you can review to learn more about managing sales forms:
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:
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.
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