š¤ [INVOICING] Attach PDF to Invoiceš
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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"
But, it clearly isn'tš
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".
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Esther De Boer
Can we add the possibility to BCC the bookkeeper / accounting software at the same time. Solves so many issues!
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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.
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Alex MrouƩ
This is crucial if my clients want to use invoicing!!!
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Sales & Marketing
planned
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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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Sarah Deitz
I invoice government agencies where it's a requirement to send the invoice as a PDF. Until this is available, I can't use the HL invoicing functionality.
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Samuel Leon
WE NEED TO ATTACH PDF TO INVOICEEES! :c
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Sales & Marketing
Merged in a post:
Ability to add pdf files to an invoice
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Jordan Black
it would be nice to be able to add pdf files to an invoice and edit the current invoice items, etc.
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Sales & Marketing
Merged in a post:
Billing PDF Statement for all invoices sent to a customer
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Joseph Ochana
we need a feature to generate a comprehensive PDF statement, including all invoices sent to a designated customer within a specified time frame.
some important information needs to be included for each invoice in the report such as:
date, invoice number/id, amount, overall due balance and account summary.
see the attached screenshot for reference.
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David Siegel
Agree 100%. Very view invoices that I receive don't automatically have a PDF of the invoice attached.
But an even bigger, but related, problem for me is...
I can't move my own invoicing for my consulting clients into this system without the ability to attach a file to an invoice. Typical attachments insisted upon by clients include a timecard exported out of clockify and/or or a detailed report of accomplishments and/or other monthly deliverables that their A/P department wants to see with the invoice.
Also common with ad agencies that charge a monthly retainer. Changelogs, ad reports, whatever is needed to demonstrate "proof of value."
So yes, send PDF with email.
And, Attach file function in the editor.
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