Attached to email checkbox is missing.

NVO415 · ‎May 12, 2022

I am including a screenshot so you can see what it looks like.

I did send out the invoice just to see if the file would be attached without that checkbox. Only the invoice went out, the additional file I wanted to attach was not there when the client open it.

Do you know why that checkbox is missing?

Kurt_M · ‎May 12, 2022

Hi there, @NVO415.

First of, I'd like to thank you for the effort that you've exerted into this. I can help you isolate your invoicing issue so you can proceed to send and email it to your customer with the attachment added. But before we proceed, let's try to delete and recreate the sales form first to determine if it's a glitch in the system. You'll then want to add the attachment in it, and then ticked the box for Attach to email.

In case the the box attach to email is still not showing, we can proceed to perform a browser troubleshooting to isolate this. You'll want to access your account using an incognito window to rule out the possibility of a webpage issue. To access an incognito window in any browser, use the following shortcut keys:

Chrome: Ctrl+Shift+N
Firefox: Ctrl+Shift+P
Safari: Command+Shift+N

Once logged in , try to check if the box attach to email below the invoice form is now visible. If it works, clear your browser. You can also consider using other supported browser. Possible that your current browser may have a temporary issue with QuickBooks.

In addition, I've got you these articles to help you in the future:

You can leave a comment down below and mention me if you need further assistance with this. I'm more than willing to help you sort this out. Take care!

View solution in original post

NVO415 · ‎May 12, 2022

I took a screenshot of that Attachments

Kurt_M · ‎May 12, 2022

Hi there, @NVO415.

First of, I'd like to thank you for the effort that you've exerted into this. I can help you isolate your invoicing issue so you can proceed to send and email it to your customer with the attachment added. But before we proceed, let's try to delete and recreate the sales form first to determine if it's a glitch in the system. You'll then want to add the attachment in it, and then ticked the box for Attach to email.

In case the the box attach to email is still not showing, we can proceed to perform a browser troubleshooting to isolate this. You'll want to access your account using an incognito window to rule out the possibility of a webpage issue. To access an incognito window in any browser, use the following shortcut keys:

Chrome: Ctrl+Shift+N
Firefox: Ctrl+Shift+P
Safari: Command+Shift+N

Once logged in , try to check if the box attach to email below the invoice form is now visible. If it works, clear your browser. You can also consider using other supported browser. Possible that your current browser may have a temporary issue with QuickBooks.

In addition, I've got you these articles to help you in the future:

You can leave a comment down below and mention me if you need further assistance with this. I'm more than willing to help you sort this out. Take care!

NVO415 · ‎May 12, 2022

Okay, so far it looks good.

I open up Safari and did what you said - Safari: Command+Shift+N

I went back to the invoice I sent earlier and now I do see that checkbox.

Thank You!

NVO415 · ‎May 12, 2022

I will confirm that clearing the history on Safari has fix this problem. I am now seeing the checkbox.

Thank you once again!