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:
- 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.
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.
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.