🤑 [INVOICING] Attach PDF to Invoice📃 | Voters

🤑 [INVOICING] Attach PDF to Invoice📃

planned

David List

We desperately need the ability to attach invoices as PDFs to outgoing emails. I found this previous post that was marked as "COMPLETE"
https://ideas.gohighlevel.com/invoicing/p/pdf-invoices-option-without-payment-link
But, it clearly isn't😟
Yes there is the ability to generate the PDF once the link is opened but this is not what is meant by "attaching a PDF"
We want the ability to have the PDF as an attachment to the email that's sent to the customer. I have attached a mockup of what it might look like from the "Invoice Settings".

April 30, 2024

Jeremy Biggs

This is absolutely critical!

Invoices & estimates both need their respective PDFs attaches so that it is easy to be forwarded to accounts and other teams.

Currently our clients need to:

Open the email
Click the link, wait for it to load...
Download the PDF & Save it to their PC
Create a new email, manually attach the PDF invoice
Send to the accounts team.

If it was attached as a PDF:

Open the email
Forward to accounts (PDF attached)

Björn Heede

Yes it would also be good to send it as an internal message (in my case directly to my accounting software which reserve emails and than can connect it to the payments)

So perfect would be if the is working through automation (add invoice PDF like a field) to any email or notification

Becca Ellison

Another vote for this to be implemented asap

Harald Bold

Please implement asap. I think thats essential for many business types.

David List

Shaun Clark and Sales & Marketing this would be amazing if you could implement this ASAP

Esther De Boer

Can we add the possibility to BCC the bookkeeper / accounting software at the same time. Solves so many issues!

Tom Vandendijk

Very important for EU customers. All my customers work with an accounting system that automatically puts the attached PDF into the accounting system. Because this is not possible in GHL.

Many people choose not to use GHL for billing, a missed opportunity and would be very valuable if this option was available.

Alex Ali Mroué

This is crucial if my clients want to use invoicing!!!

Sales & Marketing

marked this post as

planned

EIK Digital

Yes! we really need this. The invoice itself is not worth anything if it doesn't include the "real one" from the government let's say

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