chaim
3 years agoExperienced Cover User
online invoices, but i want to add the invoice as a pdf as well
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
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.
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