š¤ [INVOICING] Attach PDF to Invoiceš
planned
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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"
But, it clearly isn'tš
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".
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Caitlin Eisner
Adding my voice here ā this feature is absolutely essential for many businesses and as a commercial cleaning businesses, many of our clients (especially commercial accounts and property managers) have strict accounting procedures and will not open invoice links ā they require a PDF attachment they can download, forward, or upload to their AP system.
Without this, weāre having to manually download and attach invoices every time, which defeats the automation purpose.
Please prioritize this update ā itās a basic necessity for professional invoicing and client trust.
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David List
Harshit Singh how is this going? Shaun Clark said this would be done about a month ago on Facebook.
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Jose Aristizabal
We need this function, it's super important to be able to put PDFs in emails, not just a link, customers don't understand it, they want to see the PDF
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Moneer Alkadasi
It is very important, and my clients have requested it, whether attached as a PDF to the email or sent via WhatsApp.
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Karnveer Sohi
Hi, please bring this out soon, most of my customers need this feature
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Laurie Reese
Absolutely agree. Plus the ability to schedule when to send the invoices!
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David List
Super critical feature GHL, how are we going with this?
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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
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Frank B
YES, I need this ASAP as a bunch of our customers accounting systems block the clickable links.
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Jeremy Biggs
Also we need to be able to Attache PDF to Estimate Emails as well. š
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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.
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