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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R
Rick Timmermans
Urgent! Need this also for estimates
S
Sales & Marketing
Merged in a post:
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 ā 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., āAttach Invoice PDFā)
This would make invoicing much smoother, more efficient, and more professional.
Iāve seen several other posts requesting this feature and have also confirmed with support that thereās currently no ETA for release. Hoping this can be prioritized soon!
L
Luke Holt
Come on team, this is a really important function that causes client friction.
D
David List
Shaun Clark mate love what what you guys do but this is ridiculous.
A
Aboud Alasadi
This is not a need this is a must, I have left Jobber for GHL and jobber invoicing does it perfectly for commercial clients. This is crucial for the success of our admin tasks.
R
Rodrigo Gutierrez
and tmb XML is a format from Mexico that is required to send invoices
K
Karnveer Sohi
This is taking excessively long to do something so simple, tons of new useless features everyday but something so simple is yet to be implemented almost 2 years later, AI this AI that everyday.
M
Martin Jokub | AIMastersApps.com
How to get PDF's at least with APIs? Is there any way to get PDF without clicking on download button? How to automate this?
E
Eric Langley
Hi guys, what is the status of this? The workarounds are horrendous...
B
BTW Agency
absolutely!
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