Automatically attach files to sales form emails

Is there a way to automatically attach pdf files to all outgoing sales forms?  In my case, I need to attach legal documents to be signed, and would prefer to not have to manually attach the document every time I send out an estimate.

Answer

Hi DMCounter!  We can create what's called a Recurring Transaction which will have the PDF attachment of legal documents to be signed (they will be the same document for every Invoice).  This at first may seem a little complicated, but once it's set up DMCounter, it's really easy:

1.  Click on the Gear, Recurring Transactions (See pic 1)

2.  Now click on New, and select Invoice (see pic 2)

3.  On the Template name you can put in whatever you want i.e.: Invoice, and make it Unscheduled

4.  Then we're going to have to fake this out, so in the description field, enter a space on your keyboard

5.  Next down at the bottom left, you can click on the PDF document to attach, and Save Template.

Now every time you create an Invoice, just click on the Gear, Recurring Transactions, double click on the Template, and Use.  Then you would customize your Invoice, clicking on the Client, and entering the real charges, and Save.  

Please let me know if that helps, and thanks for being a QuickBooks Online Customer!


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IntuitHeidi , QuickBooks Online Support
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