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June 26, 2024
Question

Is there an option to send an invoice and its attachment as 1 document? Not 2 separate PDF’s. Some of our customers require just the 1 document.

  • June 26, 2024
  • 1 reply
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1 reply

June 26, 2024

Hi Hayley, 

 

Let's check the online delivery set up in our company settings to verify what email options is selected. Here's how to:

 

  1. Click on the Settings icon.
  2. Click on Account and Settings.
  3. Click on Sales tab.
  4. Locate Online delivery and check Email options for all sales form if what is selected.
  5. Try to edit the current set up and click on Save.

 

Then, let's try to send a sample invoice to your email to see how it's delivered.

 

Post again in the Community if you have other concerns with sales form delivery.