š¤ [INVOICING] Attach PDF to Invoiceš
planned
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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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Aboud Alasadi
This is not a need this is a must, I have left Jobber for GHL and jobber invoicing does it perfectly for commercial clients. This is crucial for the success of our admin tasks.
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Rodrigo Gutierrez
and tmb XML is a format from Mexico that is required to send invoices
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Karnveer Sohi
This is taking excessively long to do something so simple, tons of new useless features everyday but something so simple is yet to be implemented almost 2 years later, AI this AI that everyday.
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Martin Jokub | AIMastersApps.com
How to get PDF's at least with APIs? Is there any way to get PDF without clicking on download button? How to automate this?
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Eric Langley
Hi guys, what is the status of this? The workarounds are horrendous...
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David List
Posted this almost 18th's ago. Crazy that somthing like this has not been implemented yet.
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Caitlin Eisner
Adding my voice here ā this feature is absolutely essential for many businesses and as a commercial cleaning businesses, many of our clients (especially commercial accounts and property managers) have strict accounting procedures and will not open invoice links ā they require a PDF attachment they can download, forward, or upload to their AP system.
Without this, weāre having to manually download and attach invoices every time, which defeats the automation purpose.
Please prioritize this update ā itās a basic necessity for professional invoicing and client trust.
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David List
Harshit Singh how is this going? Shaun Clark said this would be done about a month ago on Facebook.
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Jose Aristizabal
We need this function, it's super important to be able to put PDFs in emails, not just a link, customers don't understand it, they want to see the PDF
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Moneer Alkadasi
It is very important, and my clients have requested it, whether attached as a PDF to the email or sent via WhatsApp.
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