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?


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.

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