Recurring Invoice - mandatory attached pdf email

Question asked June 2014 about recurring invoices with invoices sent as pdf.

Glenn answered “So as long as the client is marked for receiving all invoices as attachments it will send as such from a recurring invoice profile.” but I see no option as imposing pdf. The option I can find is “Allow PDF Attachments” and has to be clicked when you send the invoice by email.

Please confirm this is what you mean; sorry to be pedantic but it’s hard to know how to test. Client has said invoices MUST be PDF attachments and I want it to be recurring. Thanks.

Hi @svimes,

Yes, if you click the allow PDF Attachments this will then send the email as an attachment rather than just the link to QuickFile

This topic was automatically closed after 7 days. New replies are no longer allowed.