---
title: "Send an attachment"
url: "https://docs.signnow.com/docs/quickbooks-signnow-send-attachment"
type: "page"
section: "Integrations"
slug: "quickbooks-signnow-send-attachment"
---

# Send an attachment

# Send an attachment for signature

As an example, we will send the invoice generated in QuickBooks Online.

Click **Send Document**.

![send_document.png](/reference-assets/images/SignNow_quickbooks/send_document.png)

## Select an attachment

Select one or more attachments and click **Continue**.

![select_attachments_order.png](/reference-assets/images/SignNow_quickbooks/select_attachments_order.png)

If you select multiple attachments, you can reorder them on the right-hand panel.

Edit the document name if needed.

![edit_document_name.png](/reference-assets/images/SignNow_quickbooks/edit_document_name.png)

Click **Continue** to proceed to the editor.

## Set up recipients and edit the document

Set up the document recipients. Enter the recipient email address and CC recipients.

Click **Add Recipient** to add more document signers.

Click **Save and Continue** to save recipient settings.

![edit_recipients.png](/reference-assets/images/SignNow_quickbooks/edit_recipients.png)

Drag-and-drop fields onto the document.

> If no fields are added, your document will be sent as a free form invite. Recipients can add their signature anywhere on the document.
    
You can customize each field by clicking it and using the options on the right.

![add_fields.png](/reference-assets/images/SignNow_quickbooks/add_fields.png)

**Pro tip**: Collect payments with signatures by requesting payments. 

To set up the payment request, click the **More actions** **menu** **(…)** and select **Payment Request** in the dropdown.

![payment_request_editor.png](/reference-assets/images/SignNow_quickbooks/payment_request_editor.png)

Alternatively, you can set up the payment request on the **Send Invite** page.

Once the document is ready for sending, click **Save and Close**.

## Send the signature invite

On the **Send Invite** page, you can edit the recipient and CC email addresses if you didn't set them up in the previous step.

Click **Customize Message** next to the recipient's email address to change the invite email subject and message.

![send_invite_customize_message.png](/reference-assets/images/SignNow_quickbooks/send_invite_customize_message.png)

Click the gear icon to show the settings.

Here you can select a recipient authentication type, set reminders, allow document forwarding, and enable or disable the decline option for the signature field.

![send_invite_settings.png](/reference-assets/images/SignNow_quickbooks/send_invite_settings.png)

Click **Actions on Completion** to configure the completion options.

Select the way of delivering the signed document to recipients, add a redirect link where recipients will be transferred when the document is signed, and set up the payment request if needed.

Click **Apply** to save your changes.

![send_invite_completion_actions.png](/reference-assets/images/SignNow_quickbooks/send_invite_completion_actions.png)

Click **Send Invite** to send the document to the recipient.


---
*Full page: https://docs.signnow.com/docs/quickbooks-signnow-send-attachment*