Illustration of Invoice Attachments

Invoice Attachments

Customize your emailed invoices to include everything you need them to. Choose to include a PDF invoice in custom emails, add a payment authorization form, and more.

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Sync Invoice Attachments From Accounting Software

Choose if you’d like invoice attachments that have synced over to RECUR360 from QuickBooks to be included in invoice emails RECUR360 sends. You can choose to include all attachments or only those that are marked "Attach to email" inside of QuickBooks.

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Hide the Sales Tax field in invoices when the Sales Tax is Zero

Hide the Sales Tax field in the emails and PDFs when the Sales Tax is $0. This is useful if you calculate taxes as a line item on the invoice rather than using QuickBook's tax fields.

QuickBooks Online QuickBooks Desktop

Include payment authorization form in PDF

When this option is enabled, a new page with a payment authorization form will be added to the PDF included in Invoice emails for any invoices that has an unpaid balance or failed processing a payment. You can choose to include both the credit card form and/or ACH form.

QuickBooks Online QuickBooks Desktop

Choose to include PDF with emailed invoices

When your customer is sent their invoice, you can choose to attach a PDF of the same invoice so the customer can easily save it for their records.


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