Attach invoice on recurring template
- October 6, 2021
- 1 reply
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I have set up hundreds of recurring templates to automatically send invoices to our clients every day. (We send about 10 a day on average.)
I think when these templates were set up we didn't have the invoices attached as a PDF in the email, you had to click the link to download the invoice. Almost all our customers have asked if it can be sent as a PDF attachment instead. I have gone into the account setting and ticked the box to attach a copy of the invoice, see screenshot attachment. However this has not worked. The system will not override what has already been set up, it only applies this setting to new templates set up since changing the setting.
At the moment the only way I can get around this is by deleting the original recurring invoice template and creating a new one which is taking me soo long. Is there a possible fix to this?
Many thanks
Emma