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 …

Hi, please have look on the links below it might answer your question about your PDF invoice. [image] Why can't I send an invoice as a PDF General 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 a…

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, with…

Do you mean payment terms? Then have a look here [image] Change the default payment term Support how do I change the auto default settings from 14 to 7 of the payment terms "fixed days from issue " on invoices and estimates

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

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Attach invoice as pdf

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Lurch 24 February 2020 09:36 6

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

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