A: Hopefully over the next month or so! It’s live for about 70,000 US users right now, and we are
monitoring for bugs before releasing the invoice emails to everyone.
Q: How does my client get the new improved invoicing?
A: Your clients will automatically receive the new improved invoice email once we have rolled them out.
We are currently doing so in phases, so some of your clients could receive them before others.
Q: On the invoice, has it been tested with Hubdoc? Due to formatting, some email do not upload to
Hubdoc.
A: Thanks for letting us know! However, we focus our testing on QuickBooks Online. We would
recommend reaching out to Hubdoc to confirm.
Q: Invoice Email. Do you know if we'll be ever to add outside (other) attachments to it in the future? i.e.
external file.
A: You can add attachments to invoices and invoice emails in QuickBooks Online currently. When you
are creating an invoice, drag the attachment to the attachment box, or click on the attachment icon to
add the file. After you do that, please make sure to check “Attach to email”. Your invoice email will now
include the file you attached.
Q: Is this responsive design? How does it look on different devices?
A: Yes, this is responsive design. The design and width of the invoice email will automatically adapt to
your screen size. On a wider device, like a tablet in landscape mode, the fields and data in the email will
flow over to make use of the wider space.
Q: How do you know if the client/customer viewed the email if all the detail is in the email itself?
A: When the client/customer opens the email that will automatically mark the invoice as “Viewed” in
QuickBooks Online. However, mail clients that block images from automatically loading could prevent
the “Viewed” status from being triggered. If so, if the client/customer clicks the link to open the invoice
on our portal, that will also mark the invoice as “Viewed”.
Q: If a customer does not like the new email. Is there a way to disable?
A: We would love to hear feedback on why your clients/customers don’t like the new email so we can
continue improving the experience for our users! Please do pass any feedback along. However, if your
customer would really like to change it, from your client’s Account and Settings, go to Sales, and then
online delivery. The HTML or Plain text options are both different email options that you could choose
instead of the new email.
Q: Does it require any invoice redesign?
A: There isn’t any work needed to redesign your invoice. The new invoice emails automatically pull your
preferences like color and content from your invoice template.
Q: Where do clients pick the email color? I know it will be first question my client asks