Emailing an Invoice as a PDF
Question asked by Sam Shimeld 10 years ago
Hi,
When i send an invoice, it sends an email with a link to view the invoice online.
Is it not possible to automatically send the invoice as a PDF attachment?
Thank you,
Sam
Question asked by Sam Shimeld 10 years ago
Hi,
When i send an invoice, it sends an email with a link to view the invoice online.
Is it not possible to automatically send the invoice as a PDF attachment?
Thank you,
Sam
Hi Sam,
Sending a PDF attachment with emails is a toggle feature. To activate it, go to Settings> Organisation> Toggle features> Invoicing & Expenses> Email with attached PDF.
Make sure the box is ticked. From then on, PDFs will automatically be sent with your emailed invoices. Screenshot: https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/4243934/XE70nCJwC9k8hwE/upload.png