online invoices, but i want to add the invoice as a pdf as well

Question

My company file is online. i would like to send the invoices online.

Some customers are happy with the online format others want a pdf version to work with.

How can this be achieved?

I am sure it is just a click of a button by now somewhere.

Thanks

SamaraM · Accepted Answer

Hi @chaim

You are correct there is a preference to choose to either just send a link or attach a PDF as well as the link. To change the preference - Setup > Preferences > Emailing > Under the "when emailing invoices" drop-down, choose "Include a link to the online invoice and attach a PDF of the invoice".

For more detailed steps see: Set up AccountRight to send emails.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.