Hi there, Darran1.
I'm here to share some insights about how QuickBooks Desktop sends your invoices.
The steps highlighted above are for QuickBooks Online only. Please know that when you send an invoice in QuickBooks Dekstop, the invoice will be automatically attached as a PDF file in the email.
If you need to include another PDF or any other file, you can click the Attach File button upon creating the invoice. Once done, just select the Invoice and Attached Files option from the Email drop-down menu to send the invoice along with the attachment (see below).
Take note that this option is grayed out if you're using QuickBooks as your preference when emailing sales forms. To send the invoice and attachments, your Send Forms preference must be changed to either WebMail or Outlook. Here's how:
- Select Edit from the top menu bar.
- Go to Preferences, then choose Send Forms.
- From the My Preferences tab, select Outlook or Web Mail.
- Click OK or Add, then enter the necessary information.
- Follow the on-screen instructions to complete the process.
For more details on how to set up your email, you can read this article: Connect your email to QuickBooks Desktop.
Additionally, here's an article that you can read to help design and personalize the sales forms that you sent to your customers: Use and customize form templates.
You're more than welcome to post again here if you have any other concerns or further questions. The Community always has your back.
