Allow PDF Invoice Attachments in Initial Emails
C
Caitlin Eisner
Many of our clients will not open invoice links due to company IT policies or accounting workflows. They require a PDF copy attached directly to the email for their records or to forward to their AP departments.
Right now, we either have to manually download and attach each invoice PDF, or continue to use another platform — which defeats the purpose of automation.
Please add the ability to:
-Automatically attach PDF invoices to outgoing invoice emails
-Include this option in workflow automations (e.g., “Attach Invoice PDF”)
This would make invoicing much smoother, more efficient, and more professional.
I’ve seen several other posts requesting this feature and have also confirmed with support that there’s currently no ETA for release. Hoping this can be prioritized soon!
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