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Jen_D
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Thanks for dropping by, @mikec3,

 

Joining the discussion to share some information on how to attach files to outgoing invoices.

 

At the moment, setting up document attachments to be automatic on invoices is currently unavailable. You will need to add the T&C docs manually using the steps provided by the previous agent.

 

I'm also adding the steps again for your reference:

 

  1. On the invoice, click the Attachments section.
  2. Select a file from your drive.
  3. Make sure to click the Attach to email option.

 

Once the client receive the invoice on their email, they will see the attachment above the invoice link. See this:

 

Refer to the steps here to learn more about this feature: Attachments in QuickBooks Online

 

Feel free to let me know if there's anything else you want to know about the program. I'll be happy to help. Have a nice day!