Forum Discussion

chaim's avatar
chaim
Experienced Cover User
3 years ago

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.


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

  • SamaraM's avatar
    SamaraM
    Former Staff

    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.