Need to be able to send invoices a PDF attachment!!

Raymond Trevino shared this question 16 months ago
Answered

Most customers want to see an invoice from our company with services provided and most want as an attachment, not as part of an email. I have lots of customer who complain about this!! Printing invoice from an email instead of a separate attachment can be messy and distorted.

Comments (3)

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We do have a brand new option...you can send a contract email with a button that says "download pdf". Do you think that would work for you?

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I'm interested in that too! Can you send me some more information on that Susan?

Thanks!

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Joel has created some variables that you can add to a email template. When the customer clicks on these it will download a pdf automatically for them. Here are the options:

contract_current_url_pdf

contract_url_pdf

purchaseorder_url_pdf

receipt_url_pdf

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