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Tiara Dobbs
Level 3

How to: Include Invoice links inside statement pdf or email notification.

Each month's end, I send statements to my 30-day customers, summarizing the previous month's activity. Shopify generates the invoices, which are then imported into QuickBooks using a connector. Ideally, after crafting the customer statement in QuickBooks I send one pdf for a statement with links inside the statement to each invoice, however I'm currently unable to directly link or attach itemised invoices to these emails within QuickBooks. Consequently, I'm left downloading the statement and invoices separately and manually incorporating them into the email content. Is there a way to automate the attachment or linking of invoices to my statement documents in QuickBooks?

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