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MadelynC
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It’ll be only included once the tick box in the attachment section was marked, @policecarman.


When sending an invoice to the customers, you’ll have to ensure the Attach to email option is selected and downloads completely. This way, the customer will able to receive a pdf attachment on their end.


Here’s how: 

 

  1. Click the +New button.
  2. Choose Invoice.
  3. On the Invoice page, click the Attachments icon below.
  4. Browse the file you want to add, then click Open to add.
  5. Press Save and send, then hit Yes.
  6. Select Send and close.

You can even add more than one attachment as long as it doesn't exceed to 20MB. All uploaded attachments are located in the Attachment section under Lists from the Gear icon. This helps your records be more organized.

 

You might want to visit this article to learn more about tracking invoices in QBO. It provides details about sending payment reminders and balances forward statements to your customers.


The comment section is always available if you have additional questions about attachments. I'll be here to help you further. Have a great day.

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