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Jan 30, 2020 8:19 PM UTC
Question

When I send invoices it sends two identical invoices to my customers and is very unprofessional, it comes across like I'm nagging them. Please help.

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1 reply

AlexV
Jan 30, 2020 9:46 PM UTC

I'd like to know how it looks like, mikesantdecorato.

 

If what you're referring with the identical invoice is the PDF, we can remove it when sending the invoice. You can follow these steps:

  1. Go to the Gear icon and select Custom Form Styles.
  2. Locate you invoice template and select Edit.
  3. From the Email tab, uncheck the PDF Attached.
  4. Click Done to save it.

Let's also make sure not to resend the invoices. Open one invoice that has been sent twice. On the Activities section beside the Attachments, check the the date and time it was sent. Make sure it's the same with the Last Delivery below the customer's name. If they are different, it means that it was resent.

 

You can check these articles for more details:

Please reply if you need further assistance. I'll be here to help.