Yes I am aware of the check boxes, however this means that I have to remember every time I send an invoice to a client that cannot open the online PDFs rather than just sending the invoice and then not worrying about it until I get paid/it becomes overdue… at the minute I am more worried about if they can actually open it in the first place.
I would absolutely love the idea of being able to press that Client A always has a PDF attachment and Client B does not, as I too like the idea of being able to send the link and the client opening it on a mobile device easily, however as stated before some of my clients (I am sure others too) cannot use this function of QF and require a PDF invoice always.
By allowing us to press a checkbox that then automatically sends that client a PDF every time an invoice is raised would mean we don’t have to worry about how the invoice is sent, did they manage to open, I must remember to ask them if they got it, are they going to need a PDF, are they going to process the payment easily etc etc… and actually get on with working also by allowing this at a client level if another QF user does not want to use this function they just don’t tick the box…
I don’t understand why at the minute people go on to the clients account, modify the client details, tick allow invoices, statements, & estimates to be sent in PDF format… and then either:
a - never press the Attach Invoice as PDF or
b - have to press it every time…
surely if I have already said that I want it under the clients account then that’s exactly what I want - a PDF Invoice…
I am really not trying to be difficult or awkward… however you wish to label… but I am trying to run a small business with some very big customers, who unfortunately are demanding and either wont or cant access this information - I am stuck a little between a rock and hard a place