Online Invoices & PDF Options

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Invoicing & Settings

You can send invoices for a particular customer to include a PDF attachment without tracking.  

We recommend that this is only used for customers who cannot access the internet easily.  Online links avoid PDF invoices becoming outdated or caught in spam filters.  Customers receive a link to view the latest invoice online, which also allows you to track email activity and view when the customer has seen the invoice through the activity log at the bottom of each invoice.

To change the default for a customer:

  1. In the Customers section, find the customer you want to change.
  2. On the Information tab, scroll down to the Financial Information section.
  3. Here you will find the Invoice Delivery Method setting.
  4. Select Link & PDF Without Tracking.
  5. Select Save.

Any future invoice email will now include a link and a PDF. If they use the link you will still be able to see their activity, but you won't be able to see if they open the PDF.

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