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Jan 31, 2022 7:29 AM UTC
Question

When I send a quote I want to only send the pdf not a text summary.

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1 reply

Jan 31, 2022 9:46 AM UTC

Thank you for posting here on the Community page, yosef-solar360-c.

 

I've got some instructions to share on how you can have an invoice attached in PDF to show on your emailed transactions, together with the attachments that you've included.

 

We can go ahead in the Settings and activate the PDF Attached feature. The steps below will walk you through the process:

 

  1. Go to the Gear icon.
  2. Click Account and Settings under Your Company.
  3. Select Sales. Within the Online delivery section, make sure the PDF Attached is ticked.
  4. Click Save. Then, Done.

I'm adding this article to learn more on how to personalise and add specific info to your sales forms. : How to Customize Invoices and Sales Form.

 

Feel free to leave a comment below if you have other questions about managing your sales form. I'm always here to help