I have set a profile for a recurring invoice.
The client profile has the option for pdf attached.
Normally when you send a manual invoice you have check another checkbox for confirm pdf to be sent, and you have an option for a copy of the email to be sent to you.
Where are these 2 options when setting the recurring invoice profile?
There isn’t an explicit option for recurring invoices, however the system will defer to the client settings when creating any recurring invoices. So as long as the client is marked for receiving all invoices as attachments it will send as such from a recurring invoice profile.
Hope that helps!
Thanks Glen.
How about getting a “copy to me email” setting??
There’s already a thread open about this here, you may want to add your vote:
http://community.quickfile.co.uk/t/ccing-recurring-invoices/408
OK - added my vote too.
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