If I attach a document to an invoice does it automatically send to the customer?

Hi there, cafsinc.

The attachments will not automatically send to the customer. You'll have the option to uncheck the attachment to email box so it will not include this when emailing the invoice.

Here's how:

1. Click the Plus icon at the left panel and select Invoice.

2. From the Customer drop down arrow, select a customer. Make sure all of their info is correct, especially their email address.

3. On the Invoice page, click Attachments.

4. Browse the file you want to add, then click Open to add.

5. Make sure to remove the checkmark in the Attach to email box.

6. Fill in the other necessary fields.

7. Click the Save and send button.

I attached screenshot below for visual reference.

Please check this article what are transactions can keep attachments: Attachments in QuickBooks Online.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Thank you, simple enough really appreciate it!

Hello, 

I want to attach a pdf to the invoice but when I click save and sent appears the following text " The transaction you are editing is linked to others. Are you sure you want to modify it?". This means that status for the invoice will modify? or attach means only attach for this invoice? The only thing I want to do is to attach a document to an invoice already paid and sent the invoice with the attachment.

Thank you!!!

The status will not be modified, @VAlentina2.

As long as you've only added a file on the transaction, that won't affect the status of the invoice. 

You'll receive this notification, "The transaction you are editing is linked to others. Are you sure you want to modify it?" when you've made any updates to the current transaction or invoice. You can click on Save to record the changes that you've added. 

You can view all the uploaded attachments by going to your All Lists. Check this article for more information: Attachments in QuickBooks Online. 

I'm always here if you have any other concerns. Have a wonderful day!

When I work with an invoice, if I add an expense and get that message because I add a description, if I go forward and click yes, the amount of the expense gets changed to zero.  I have to unlink it, then add it again to get the amount back on the invoice.  Same if I try to add a product/service to a reimbursable expense on my invoice.  if I modify anything, the expense amount goes to zero...

Thanks for joining us here, HML Partners.

When creating a billable expense, it won't change the amount to zero when we add it to the invoice. This behavior can be a result of a browser error. Let me show you how to fix it.

Let's start by using an incognito window. From there, let's convert the expense into an invoice. You may follow these simple shortcut keys on how to enable it.

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + P
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

We can also clear the cache. It's a junk file that can cause errors in QuickBooks Online. Lastly, make sure that the browser is updated. Better to use a different one if there's available.

Keep on posting if you need anything else. I'll be here!

Is there a way to batch mark a group of invoices so that the attachment is sent with the invoices? I've used Zed Axis to attach a large amount of PDFs to a large amount of invoices, and I need all the attachments to be emailed with the invoices and do not want to go in 1-by-1 and check the "attach to email" on each invoice. Ideas? Apps that can do this?

Hello there, jbailey1122,

In QuickBooks Online, you'll have to add the attachments to the invoice one by one. You can look online for a third-party application that can do this and will allow you to integrate with QuickBooks Online.

You can also upload attachments directly in QuickBooks Online:

1. Click the Gear icon.
2. Under LISTS, select Attachments.
3. Click the Drag/Drop files here or click the icon to browse for available attachments on your drive.

Check this article to see what type of transactions you can add attachments: Attachments in QuickBooks Online.

This can also come in handy: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have other questions.

Thank you for the reply, however, as mentioned I'm looking for a bulk solution.

I don't see the check box option. I'm using QBO. See attached for screenshot.

Hello there, Amplomedia. It looks like there's no attachment included in your post. 

Have you tried performing the troubleshooting steps provided by my colleague @AlexV? If not, you'll want to try and see if you have the option to click the Attach to email checkbox. In addition, the option will only appear after you attach a file. 

If the issue persists, you'll want to reach out to us so we can help you troubleshoot remotely. You can click the link to get in touch with our chat support.   

Keep me posted if there's anything else that you need help with. I'll be here to help. Take care!

Thanks for the quick response Catherine. I've attached the screenshot.

Attachments are working so I've added the screenshot here: https://drive.google.com/file/d/1D5YB3BXkzacW953fmx5NVnjrl_wKjpU-/view?usp=sharing

Thanks for keeping me posted, Amplomedia.

I already saw the attachment you added and it looks like the option is missing though you've already done the troubleshooting steps provided. I recommend contact us so we can further investigate the root cause of being unable to see the Attach to email box. 

Here's how: 

1. Click Help from the upper-right. 
2. In the QB Assistant window, enter talk to a human twice.
3. Click Contact Support Team.
4. Select Start a chat.

Just visit our Community Help articles page where you can see more topics about QuickBooks that you might need help with. 

I'll be around the corner to help you with any questions you have in QuickBooks. Stay safe!

how can I add the attachment and send it with the invoice/estimate so the customer see the attachment?

Hello there, @Jose. I'm here to help you add an attachment to your sales forms when sending them to your customer in QuickBooks Online (QBO). 

Before you send an invoice or estimate, you'll have to ensure that the Attach to email option is checked so your customer will see it. Please refer to the screenshot below for visual reference:

For more information about adding attachments in QBO, check out this article: Add or delete attachments in QuickBooks Online.

You can also customise your sales forms to include only the details you need. For the detailed steps, read this link: Customise invoices, estimates, and sales receipts in QuickBooks Online.

I'm always here ready to lend a hand if you have any other concerns managing sales transactions. Have a great day ahead and stay safe. 

but when i send it to the client it can't be seen in the email as an attach document. it's just shows the invoice attached as a pdf but not the pdf document I added in the attachments tab.

Allow me to clarify things about adding an attachment to invoices, Jose.

To ensure that the attachment is the one you have on the Attachment page in QuickBooks Online (QBO), you'll need to click the Show existing option below the Attach to email field.

By doing so, an Add to Invoice pop-up on the right side will show the list of all the documents you've added to the Attachment page. Then, click Add to include it on the invoice.

Below is a sample screenshot from my QBO test account.

I'm also adding these articles that tackle managing invoices and attachments in QBO for more information:

• Create invoices in QuickBooks Online.
• Add or delete attachments in QuickBooks Online.

For more tips and other resources, I recommend visiting our website for future reference: Self-help articles.

Please let me know if you have additional questions about this or anything else in the comment section below. I'm more than willing to assist. Take care.

With the new roll out of the invoices template, the box that was in the old invoices template is gone. In the new invoices I don't want the attachment sent to our customer. Does anyone know if they have fixed that issue in Quickbooks? We scan in to that invoice all the paperwork from that job and some of the scans are vendor invoices or what we paid for parts and we don't want to send to the customer, but have it has data to go back and look at when we need it. 

Thanks for joining in on this thread, jen12341. Let me share insights about the new invoice layouts in QuickBooks Online. 

As QuickBooks aims to improve the compatibility of the program, some features may not be available yet with the new invoice layout. I can see the relevance of having this option when attaching files to your invoices. Please know that we're working on these to make them convenient for company owners like you. If you have the option to get back to the Old Layout from the invoice window, please refer to these steps:

1. Go to the +New icon and select Invoice.
2. In the upper-right corner, click on the Old Layout button.
3. Once you're ready, select the Leave button.

You're now able to have the option to save the attachments without sending them to your customer.

However, if the steps above don't work for you, I'd recommend sending a feature request to our product developers. They'll consider this idea and will continually work on its progress to include them in our future product updates.

Here's how to send feedback:

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

For more tips and information, you can visit this article: See what’s new with estimates and invoices in QuickBooks Online.

Moreover, you can personalize and add specific information to your invoices by customizing your sales forms. Also, once your customer is ready to pay, you can receive and record their invoice payments.

Let us know in the comments below if you have additional questions about managing your invoices. We'll gladly assist you further. Take care.