How to attach an invoice as PDF in sent email

Here's a step-by-step guide on how to attach an invoice as a PDF in a sent email using InvoiceQuick:

1. Access the Invoices Page:

   • From the sidebar, click on "Invoices" to access your list of invoices.

     Select the Invoice:

   • Locate the specific invoice that you want to send as a PDF in an email from the list. Click on the invoice to open it for viewing.

     Edit Invoice:

   • Once the invoice is open, ensure that you are in "Edit Invoice" mode. This is indicated by an "Edit" button or option.

     Preview and Send:

   • Look for the "Preview and Send" option, found on the right-hand side of the invoice editing screen. Click on it to proceed.

     Attach Invoice as PDF:

   • After clicking "Preview and Send," a dialog box will appear with options for sending the invoice.

   • In this window, you should see a checkbox that reads "Attach Invoice as PDF in Email." Ensure that this option is checked or selected.

     Compose Email:

   • Below the attachment option, you'll have the opportunity to compose the email associated with the invoice.

     Send the Email:

   • Once you've composed the email and confirmed that the "Attach Invoice as PDF in Email" option is selected, click on the "Send" button or a similar option to send the email with the attached invoice as a PDF.

     
     

By following these steps, you can easily attach an invoice as a PDF in a sent email using InvoiceQuick. This feature ensures that your clients receive a clear and professional invoice document along with your email communication.