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June 8, 2020
Question

When I send a invoice my custom do not receive in PDF form

  • June 8, 2020
  • 1 reply
  • 1 view
No text available

1 reply

Level 5
June 8, 2020

Hi there,

 

I can see the importance of sending invoices as PDFs. Don't worry, I'll be happy to give you a hand with this so you can get back on track with doing what you enjoy. 

 

QuickBooks is a versatile program which allows you to automate your business with ease. In order for your customers to receive a PDF, you'll have to turn on the settings through your Account and Settings. The process is simple and I'll show you how.

  1. Click the Gear Icon and select Accounts and Settings
  2. Click Sales and scroll down to Online Delivery > click on the Pencil icon
  3. Tick PDF Attached
  4. Click Save and then click Done

I hope this helps! Give it a try and if you need further assistance, I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. :)