Option to add PDF invoice attachment to invoice email

Idea suggested by Ben Durman 11 years ago

I feel that there needs to be an option to add a PDF invoice attachment to invoice emails. Either this, or where you can manually add an attachment, be able to choose from a dropdown of PDFs for that client (or similar).

1 Reply

Hi Ben,

I believe there is a feature that automatically creates and attaches a PDF of your invoices to emails sent out to customers. To utilise the feature you will need to navigate Settings > Organisation > Toggle features and select the link on the right hand side Invoicing and expenses. Once you have selected Invoicing and expenses you need to scroll down and enable email with attached PDF.

Hope that helps.

Many thanks,

Anan

Reply to this idea

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are