🤑 [INVOICING] Attach PDF to Invoice📃 | Voters

🤑 [INVOICING] Attach PDF to Invoice📃

planned

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

David List

Super critical feature GHL, how are we going with this?

Jeremy Biggs

Sales & Marketing Any chance we could get an approximate timeline on this enhancement? I've got heaps of pressure from clients for this

Frank B

YES, I need this ASAP as a bunch of our customers accounting systems block the clickable links.

Jeremy Biggs

Also we need to be able to Attache PDF to Estimate Emails as well. 🙏

Jerod Williams

Jeremy Biggs 100% agree this is the first major bug in our $499/ month software. I am forced to use my old invoicing software still.

Jeremy Biggs

This is absolutely critical!

Invoices & estimates both need their respective PDFs attaches so that it is easy to be forwarded to accounts and other teams.

Currently our clients need to:

Open the email
Click the link, wait for it to load...
Download the PDF & Save it to their PC
Create a new email, manually attach the PDF invoice
Send to the accounts team.

If it was attached as a PDF:

Open the email
Forward to accounts (PDF attached)

Björn Heede

Yes it would also be good to send it as an internal message (in my case directly to my accounting software which reserve emails and than can connect it to the payments)

So perfect would be if the is working through automation (add invoice PDF like a field) to any email or notification

Becca Ellison

Another vote for this to be implemented asap

Harald Bold

Please implement asap. I think thats essential for many business types.

David List

Shaun Clark and Sales & Marketing this would be amazing if you could implement this ASAP

Esther - makkelijke marketingtool - De Boer

Can we add the possibility to BCC the bookkeeper / accounting software at the same time. Solves so many issues!

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