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Invoice Attachments

cwentland

I show the attachments in the invoice, however when I go to email the invoice I cannot get the attachments to go with the invoice. Any ideas would be appreciated.

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Greg_the_Geek

What version of Quicken are you using?

cwentland

Hey Greg, I hate to admit it but I have no idea. I just loaded it about a month ago.

Greg_the_Geek

From Quicken -- Help -- About Quicken

cwentland

Hey Greg. It is 2019 Version R20.15

Greg_the_Geek

Are you asking about the Invoice PDF attachment?

cwentland

After I create an invoice, you have a list of invoices that you have created. On that page you can add attachments to an invoice as designated by the paperclip. I can click on that and see the attachments, but when I open the invoice to email it, those attachments do not transfer with the invoice.

Greg_the_Geek

The paper clip is to add attachments to the transaction, not the email. Looks like you can't add attachments when sending Invoices directly from Quicken. You can save the invoice as a PDF and use another email program for additional attachments.

cwentland

Thank you Greg!

UKR

Someone already requested this as an enhancement to a future version of Quicken.
Please review https://community.quicken.com/discussion/7813553/how-to-email-invoice-with-attachment and do not forget to vote and/or add your comments.