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

Raymond Trevino shared this question 8 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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