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Mls05
Level 1

we create invoices and once we receive the payment we mark the payment and usually say save and send. Since of late the recipient doesnt see the attachment

 
1 Comment 1
Nicole_N
QuickBooks Team

we create invoices and once we receive the payment we mark the payment and usually say save and send. Since of late the recipient doesnt see the attachment

Hi, Mls05.

 

We understand how important it is for your employees to receive their receipts without any issues, and we want to ensure this gets resolved for you.

 

The details displayed on the receipts or invoices sent to clients are based on the configurations set in QuickBooks Online (QBO).

 

If the recipient received the email but without the attachment, make sure your QuickBooks is set up to include attachments when sending invoice emails. Here's how:

 

  1. Click the Gear icon at the top right of your screen then select Accounts and Settings.
  2. Choose the Sales tab on the left.
  3. In the Online delivery section, click the pencil icon to edit.
  4. Ensure the box for PDF Attached is checked.

    online.png

  5. Click Save, then Done.

 

Once you've confirmed this setting, please resend the email to your employee. They should now be able to see the attachment.

 

If the issue persists, we recommend doing a quick test by sending the paid invoice to your personal email address. This will help isolate whether the issue lies with the email setup in QBO or is specific to your customer's situation.

 

If everything looks fine on your end but the recipient is still experiencing the issue, ask them to open their email using a different browser or an incognito window.  You can also download the attachment yourself and manually send it to your customer. 

 

Please leave a reply below if you have further questions in mind. The Community team is always available to provide the necessary help.