Download as PDF after creating an invoice

Problem reported by Killian Mc Grath 8 years ago

Would be great if we had the option to "Download as PDF after creating an invoice". The current process I use is to View as PDF then download, which adds an extra step to the process.

1 Reply

Hi Killian - the way most people accomplish this is to copy themselves when the invoice is emailed out.

Firstly, in the toggle features (in Settings), you enable the attachment of the PDF of the invoice to the email to the customer. Then you add your email address as the CC (or BCC) in the "Email Settings" menu.

Reply to this problem

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