Can I attach supporting documents to an invoice. Such as multiple work orders on a single invoice?

My largest customer requires signed work orders to support an invoice.  I need to be able to attach them to the email sending the invoice. I have just started using QBO self employed. So far I have been printing the invoice and scanning it along with the work orders so they will be on the same email from my business email.  If I can't attach the work orders in QBO, is there a way not send the invoice from QBO but still mark it as paid later?

Answer

Hello there, clingerjanitoria,

Currently, there isn't an option to attach documents to an invoice in QuickBooks Self-Employed. It needs to be sent first so you can mark it later as paid. Let me provide a workaround on how you can mark an invoice paid without sending it to your customer.

  1. Create an invoice.
  2. Send it to a dummy email address or to your personal email temporarily.
  3. Download the invoice.
  4. Send it along with the signed work orders to your customer.

Here's an article about the easy invoicing feature in QBSE: Easy Invoicing in QuickBooks Self-Employed.

You can also check out this article on how to add a new transaction in the future: Add a New Transaction in QuickBooks Self-Employed.

Since you're new to the system, you can refer to this article to know more: QuickBooks Self-Employed Overview.

Please let me know if you have other concerns about the available features in QBSE by leaving a comment below. I'm just around to help.

Was this answer helpful? Yes No
Original
IntuitRea , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.