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June 8, 2020
Question

Has anyone had a problem with receipts not being attached with emails sent to customers?

  • June 8, 2020
  • 1 reply
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1 reply

June 8, 2020

Hi president9,

 

When sending sales forms attached to emails, you'll need to ensure the PDF Attachment setting is turned on. This can be changed either from your Account Settings or when editing the template itself, but switching it on in one section will switch it on in the other:

 

  1. Go to the Settings icon (top right corner) and select Account and Settings.
  2. Select the Sales tab, and click into the section Online Delivery.
  3. Tick the PDF Attached option, Save and Done

 

Now there will be a PDF attachment of the sales receipt, invoice or so on sent with the email to your customer. You can test what this looks like by sending yourself a sales receipt and deleting it once you are done. See here for more information on sending sales forms and feel free to reply if you have further questions as I'm here to help!

 

-Kass