I understand that for my clients to receive their recurring Invoices they receive an email each month asking them to sign into quickfile and collect their invoice.
I would prefer not to use that system so is there any way that the monthly recurring invoice could be automatically be sent to the clients email address in the PDF format.
I look forward to hearing back from you.
Firstly the client is not required to sign in, they receive a link, click on it and the invoice appears in front of them and can be easily, downloaded and printed if required. Using this method you can also see when the invoice has been viewed by the client, you can’t do this with PDFs.
If you want to send your recuring invoices as PDF you just need to enable that option for the client.
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