Default invoice email - personalised message and attachments

Question

HI , I have set up a message via - Default invoice email - to our clients when sending an invoice and where I can add attachments as well. I have just been advised they are not receiving the email message or attachment? I have also sent an our email address and it's definitely not showing. Can someone help me? Thanks Nicole

Doreen_P · Answer

Hey @NLC1968,

Thanks for testing this by sending an email to yourself. Re-entering the default invoice email and sending another test invoice helps confirm if everything appears correctly. Attachments added during invoice creation don't always carry through in emails, so attaching them when sending ensures they're included. If you're still having issues after following the workaround above, make sure to reach out to our support team directly on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount, so they can take a closer look.

Cheers,

Doreen