Attach Invoice to Email

[dan35]

Hi. I have two accounts with QuickFile, one of them has a tick box next to emails to attach the invoice as a PDF, the other doesn’t. Why might this be?

Thanks,
Dan

[QFMathew]

Hi @dan35

It’s likely to be a setting on the client itself as this can be enabled/disabled on a client-level.

If you modify the client in question, you should see a tick box to “Allow PDF attachments”. Just tick this and save the client, and the option should appear for you.

[dan35]

Got it. Thanks. Very much appreciated.