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Sending an Invoice directly as a pdf

Andrew_GeorgeAndrew_George Member Posts: 8

Is it possible to send an invoice (by e-mail to clients) directly as a PDF instead of sending an email with a 'button' for people to 'click' that sends them to the 'online' invoice in the 'Waveapp' which must then be downloaded from there.

in Sales & Invoicing Technical Support

Comments

  • AmandaKAmandaK Member Posts: 73 admin

    @Andrew_George You can export your invoices as PDFs and email them to your customers, but it won't have the clickable payments link you were hoping for. To add the payments link manually to your email:
    1. Click on the invoice on your Invoices page
    2. Click More Actions at the top of the page
    3. Click Get share link
    4. Copy that share link into your email

  • Andrew_GeorgeAndrew_George Member Posts: 8

    Thank you @amandak

  • AmandaKAmandaK Member Posts: 73 admin

    My pleasure, @Andrew_George! We're here for you whenever you need us! :smile:

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