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June 8, 2020
Question

Having issue with invoices not attaching to emails. Always use to when hit send or select email but now they don’t. Can’t work out a fix. Any one know what to do?

  • June 8, 2020
  • 1 reply
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1 reply

June 8, 2020

Hi anthonyshrimpton,

 

When sending sales forms attached to emails, the PDF Attachment setting needs to be turned on. This can be accessed in either your Account Settings or when editing your custom templates. To check this setting:

 

  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

 

This will include an attachment of the sales form when sending your customers the email. You can test this by sending yourself a test invoice and deleting it after. 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