Attach invoice as pdf

[keithn]

Apologies if this has been answered before, but I couldn’t find it.

Is there any way to change the default for all clients to “allow pdf attachments” please? I have been unable to find anything in the settings, and really am not inclined to import nearly 200 clients and then have to manually edit each one to change this setting!

Ditto with “default term” - is there any way I can change the global setting of this for all clients please?

Again apologies if this has been answered previously. Many thanks.

[rhc]

Hi, please have look on the links below it might answer your question about your PDF invoice.

Why can't I send an invoice as a PDF

This is a question that is asked from time to time, so we thought it may be worth clarifying why we don’t offer this feature as standard (although you can still enable it for specific clients here ). QuickFile allow you to deliver your invoices to clients via a link embedded in an e-mail. When your client receives the e-mail they will be able to follow the link and instantly view the invoice within a secure area. There is no login form to get in the way, just one click and the invoice is there…

Attaching a PDF copy of your invoice

Occasionally you may find clients asking if you can send a PDF copy of the invoice rather than sending a link. There are many good reasons why we haven’t designed QuickFile to work in this way, if you’re interested then you can view them all here . That said, we understand how difficult it can be to get paid on time, without forcing your clients to do something they aren’t familiar with. That’s why we allow PDF attachments to be sent for specific clients. This feature must be switched on per cl…

[keithn]

Thanks for taking the time to reply.

Yes, I know how to tag individual clients to receive by PDF, and I appreciate that there are reasons that this isn’t enabled by default.

However surely there must be a quick way to tag all MY clients, and change the default payment days for all MY clients, without having to go into every single one of the 200 clients I have imported and change them all individually? The import was seamless and took seconds; subsequently changing this one setting for them all would take hours!

Many thanks

[rhc]

Do you mean payment terms? Then have a look here

Change the default payment term

how do I change the auto default settings from 14 to 7 of the payment terms "fixed days from issue " on invoices and estimates

[keithn]

Ah, that’s great! Many thanks for sorting that one for me.

[Lurch]

Do you have a power user subscription? If so you can do this with the Global Scripts.