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April 9, 2024
Question

How do you get invoice emails to automatically send with a printable PDF invoice attached with the new format?

  • April 9, 2024
  • 1 reply
  • 2 views
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1 reply

JenoP
QuickBooks Team
April 9, 2024

Thank you for being part of the Community, vivianleemdphd. I'll share details so you can automatically attach a PDF copy of the invoice when sending it out to your customers.

 

You can go to your company settings and select the option to attach a PDF copy of the invoice. Here's how:

 

  1. Go to the Gear icon and select Account and settings.
  2. Proceed to the Sales tab.
  3. Find the Online delivery option and click on it.
  4. Check the box for PDF attached
  5. Click Save, then choose Done.

 

 

For more information and guidance on emailing invoices, you can refer to these articles: 

 

 

Don't hesitate to drop by again or post new questions in the Community if you need more help when invoicing and running a business in QBO, vivianleemdphd. We're always here to share our guidance and help you again.