I understand the potential benefits of having the desired template for your business communications,
@pghtek.
Being able to have a selectable automatic PDF attachment within each template in QuickBooks Online would definitely make the experience of users like you, better. I just want you to know that your suggestion is commendable. I fully support you with this and would definitely love to see this feature to be implemented.
Rest assured, I'll make a note of this idea and pass it along to our dedicated Product Developers. Their job is to continuously work to enhance the user experience and improve the platform based on valuable feedback like yours.
If you prefer to also send your feature request directly, you can, so our engineers can know that this is something you'd personally need. Here's how:
- Click the Gear icon in the upper-right corner.
- Select Feedback under Profile.
- Share your feedback.
- Click Next to submit.
You can also refer to this link so you can track the status of your request and get the latest updates from our development team: QuickBooks Online Customer Feedback.
Additionally, here's an article that'll help you receive and record invoice payments your customer plans to pay you in the future or in real-time: Record invoice payments in QuickBooks Online.
I want to ensure that all your concerns are addressed properly. Should you need any more help with managing your invoice template in QuickBooks Online, please don't hesitate to ask for assistance by hitting on the Reply button. Stay safe.
