Thank you for your prompt response on the thread, @user33198. Let me assist you in automatically adding attachments to your invoices.
Adding an attachment PDF automatically on your invoice is currently unavailable. I suggest we upload the PDF on the attachment page on QuickBooks Online so it will be much easier to attach it to your invoice.
Here's how we can upload the PDF file and add it to your invoice:
- Go to the Gear icon.
- Under Lists, select Attachment.
- Drag or drop your PDF file after uploading your file. You'll be able to view your PDF.
- Go to +New.
- Scroll down a bit.
- Under Attachment, select Show existing.
Please note that doing this step is manually attaching your PDF to your invoices, which means you will need to do these steps every time you create an invoice for your customer.
Moreover, I'd like to share these articles that might help you manage your invoices in the future:
If you still have questions about attaching a PDF to your invoice, you can always reply on the thread or create a new post. Have a great day, and take care!
