š¤ [INVOICING] Attach PDF to Invoiceš
planned
D
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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M
Moneer Alkadasi
It is very important, and my clients have requested it, whether attached as a PDF to the email or sent via WhatsApp.
K
Karnveer Sohi
Hi, please bring this out soon, most of my customers need this feature
L
Laurie Reese
Absolutely agree. Plus the ability to schedule when to send the invoices!
D
David List
Super critical feature GHL, how are we going with this?
J
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
F
Frank B
YES, I need this ASAP as a bunch of our customers accounting systems block the clickable links.
J
Jeremy Biggs
Also we need to be able to Attache PDF to Estimate Emails as well. š
J
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.
J
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)
B
Bjƶrn 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
B
Becca Ellison
Another vote for this to be implemented asap
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