Attach PDF to sales invoices

[Twins1998]

Hi

Is there a way now to attached a PDF automatically when sending a sales invoice?
I can see back in 2014 you said there wasn’t a plan to develop this

Thanks

Chris

[QFBeth]

Hi @Twins1998

You can attach the invoice as a pdf or do you mean add an extra attachment?

[rhc]

Hi,
you can set this in your clients settings. Go to your clients page and click Modify Clients Details.

[Twins1998]

Hi Beth

I mean to automatically attach a copy without having to tick the attach PDF box

thanks

[Twins1998]

Thanks for this - I’ve tried but it doesn’t seem to attach automatically - I think this only allows you to have the choice to attached

[QFBeth]

Hi @Twins1998

You can’t set it to attach automatically but as Glenn mentioned in the post you could run some javascript which would mean that the tickbox is ticked automatically:

@Glenn

we have now implemented a new feature called Global Scripts. This effectively allows you to run custom Javascript inside your account, thus making it useful for these kinds of default preferences.

Global Scripts are part of the advanced customisation tools so they will require a Power User Subscription. If you have an active subscription I can add this script to your account.

For anyone looking to implement this on their own you can add the following single line statement to the scripts section.

$("#chkattachPDF").attr("checked", true);

[Twins1998]

ok Beth thank you for your help