Hello there, TeleToast.
Let's check your settings and perform some troubleshooting steps so you can get back to sending invoices to your customers in QuickBooks Online.
First, double-check your settings to confirm that you're set to attach the PDF to the invoice emailed to your customer. You'll need to tick the Show full details in email option from the Online delivery section from the Account and settings page. This will ensure all information in your sales form will appear in the email.
Here's how to do that:
- Click the Gear icon at the top-right corner.
- Press Account and settings.
- Go to the Sales section.
- Click the pencil icon on the Online delivery section.
- Select Show full details in email.
- Tick PDF Attached.
- Click Save. Then, Done.
If you've configured the PDF attachment option but still encounter issues, you may need to perform some troubleshooting steps to isolate the root cause of the matter. A cache-related issue might be causing some pages in QuickBooks not to load properly.
To start, access your QuickBooks Online account using a private browser to allow QuickBooks to start on a clean slate. You can use the shortcut keys below:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + P
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
After, send a dummy invoice to yourself. Just ensure to delete it after, so it doesn't affect your books. If you're able to receive the email with the PDF attached, I recommend clearing the cache on your regular browser to remove any outdated files. Alternatively, you can also use other supported browsers.
I'll leave this article for more details on invoicing your customers in QuickBooks: Create invoices in QuickBooks Online.
For future use, here's an article on sending reminders to your customers so they can pay you promptly: Send invoice reminders automatically or manually in QuickBooks Online.
Come back to this post if you have any further inquiries about sending invoices in QuickBooks. I'll be right here to assist you.
