🤑 [INVOICING] Attach PDF to Invoice📃 | Voters

🤑 [INVOICING] Attach PDF to Invoice📃

David List

We desperately need the ability to attach invoices as PDFs to outgoing emails. I found this previous post that was marked as "COMPLETE"
https://ideas.gohighlevel.com/invoicing/p/pdf-invoices-option-without-payment-link
But, it clearly isn't😟
Yes there is the ability to generate the PDF once the link is opened but this is not what is meant by "attaching a PDF"
We want the ability to have the PDF as an attachment to the email that's sent to the customer. I have attached a mockup of what it might look like from the "Invoice Settings".

April 30, 2024

EIK Digital

Yes! we really need this. The invoice itself is not worth anything if it doesn't include the "real one" from the government let's say

Sarah Deitz

I invoice government agencies where it's a requirement to send the invoice as a PDF. Until this is available, I can't use the HL invoicing functionality.

Samuel León

WE NEED TO ATTACH PDF TO INVOICEEES! :c

Sales & Marketing

Merged in a post:

Ability to add pdf files to an invoice

Jordan Black

it would be nice to be able to add pdf files to an invoice and edit the current invoice items, etc.

September 30, 2024

Sales & Marketing

Merged in a post:

Billing PDF Statement for all invoices sent to a customer

Joseph Ochana

we need a feature to generate a comprehensive PDF statement, including all invoices sent to a designated customer within a specified time frame.
some important information needs to be included for each invoice in the report such as: 
date, invoice number/id, amount, overall due balance and account summary.
see the attached screenshot for reference.

September 30, 2024

David Siegel

Agree 100%.  Very view invoices that I receive don't automatically have a PDF of the invoice attached.
But an even bigger, but related, problem for me is...
I can't move my own invoicing for my consulting clients into this system without the ability to attach a file to an invoice.  Typical attachments insisted upon by clients include a timecard exported out of clockify and/or or a detailed report of accomplishments and/or other monthly deliverables that their A/P department wants to see with the invoice.
Also common with ad agencies that charge a monthly retainer.  Changelogs, ad reports, whatever is needed to demonstrate "proof of value."
So yes, send PDF with email.
And, Attach file function in the editor.

Steve Kostrey

We need this feature!!! 
I get this response from all my clients:
"Please provide a printable PDF version of the invoice for our records..."
Yes we know you can scroll to the bottom of the invoice and click "Click here to download pdf" but no client sees it and have you ever tried it? It takes close to 2 minutes and then the browser blocks it. You have to unblock it (if you even notice the little reminder in the URL) Then you have to refresh the browser and click it again. Not ideal. 
People coming from QuickBooks or similar (accounting software package) are use to receiving a PDF attached. 
Imagine doing bookkeeping for hundreds of accounts payables, the last thing you want is to click to download a PDF. You want to drag it from your email, to your desktop and then into your accounting software package to reference. 
Make it easy for the clients!  :-)

David List

Steve Kostrey 💪💪💪

Balwinder

yes, defiantly we need that. as facing a lot of problem during sending invoice one by one at the end of the month.

Tony Eppright

+1 for this for including supporting documents for the invoice.

SG Deitz

Yes, this functionality was a deal breaker for a client of mine, they decided to stick with another CRM.

→