Forum Discussion

Brody_M's avatar
Brody_M
Experienced User
9 days ago

Attachments included with invoice

Hello, 


Is there a way to change the default behavior regarding how invoice attachments are handled?

 

I do not want to automatically send the customer a copy of the attachment when emailing their invoice. 

 

 

2 Replies

  • KiwiCaro's avatar
    KiwiCaro
    Trusted Cover User
    6 days ago

    Hi Brody_M​ and BJ3​ 

    In the past couple of days I've discovered the following about emailing customer invoices with attachments.

    If you do it from within the invoice and it contains an attachment, both will send. But if you send invoices using the Print/Email invoices function on your command centre, the attachments don't send.

     

    I have tried this by emailing through both methods to myself before sending to the client. (I do want the attachments to send ;) !)

     

    Hope this helps

    Carolyn