Attaching Files with invoice PDF without Client Control Panel

[positiveitsupport]

Our invoices are sent with PDF attached. Client Control Portal is disabled. We have a need to send one additional PDF with the invoice and the only way I can see is if the Client Portal is enabled. We know many clients do will not look at the portal.

I see that there is a token @AttachedFileList@ that can be added but assuming it will only work if client control panel is set up?

Is there any other workaround to this?

[QFSteve]

Hello @positiveitsupport

I ran through an example below which would meet your needs

• On the client make sure allow to be sent as PDF is ticked and Enforce client login is unticked

• Don’t tick auto create password and specify one of your own
• Don’t tick Email login details to the client

You can create the invoice then attach the additional files

When sending you can tick to send as PDF and add in the token.

The email will be sent as a pdf along with the attachment links

If the customer does click the “Click here to view your invoice screen” it would load the portal without requiring a login

[positiveitsupport]

@positiveitsupport

@AttachedFileList@

@QFSteve Thank you so much. This works perfectly! Appreciate the quick response.