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Attach PDF to Invoice Email By Default

melbournecreativemelbournecreative Member Posts: 2

My clients have requested that I attach a PDF copy of the invoice to each invoice email I send. Is there any way to automate this? I've been manually checking the option to attach PDF however I forget which requires me to go back and resend.

Thanks!
Rob

in Sales & Invoicing Feature Ideas

Comments

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey there @melbournecreative

    How are you sending the invoice? If you're sending it through Wave, there should be an option to attach the invoice upon sending.

    Otherwise you can download the PDF of the invoice and attach it to a personal email.

    Let us know if you have any other questions.

  • melbournecreativemelbournecreative Member Posts: 2

    Hi thanks for the response.
    Yeah I was aware of this feature and have been using it, but I was wondering if there was any way to have the 'Attach the invoice as PDF' option checked by default? I'm always required to attach invoices and it would be handy to not have to check this option every time, as sometimes it gets missed.

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    hey again @melbournecreative

    Thanks for the additional clarification. Unfortunately there is no way to automatically default the PDF download unfortunately, this will need to be manually checked off every time :(

    Have a great weekend!

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