When emailing from Tradify you can update a setting to include the PDF of the invoice/quote when emailing from Tradify as well as a link.
You can do this as the default for your organisation or for specific customers.
For your entire organisation: Contact the support team (email@example.com) and we'll update this setting for you.
For specific customers:
- Navigate to the Customers list and select the customer you wish to update this for
- Expand the financial information section:
- In the Delivery Methods section select Link & PDF without Tracking option. You can select this separately for Invoices, Quotes, Job Service reports and Forms.
- Select Save & Exit to save the changes
Email delivery/opening tracking information for the email will be lost when enabling this option.