Is there a way to send an invoice as PDF? I read you can attach one but can it just be sent as one

onesource — Wed, 14 Nov 2018 16:33:10 GMT

My customers need pdf to pint out and send it to corporate to pay, is there a way to just send the invoice as pdf instead of having to attach one? I currently use quickbooks to send invoices because its easy and it sends as pdf just wanted to try and only use one system for my business

Re: Is there a way to send an invoice as PDF? I read you can attach one but can it just be sent a...

puka — Wed, 14 Nov 2018 23:12:20 GMT

Hey @onesource - Currently, there isn't a way to send an Invoice as a PDF directly within the app. It would need to be sent as an attachment. If the reason you are looking to send a PDF is because you or your customer are concerned about the format of the printed invoice, there is the option to print directly from the "Pay Invoice" page after payment has been taken and it will look just like the PDF version. (see below)

Hope that helps, but if not feel free to provide more detail on what you're looking to do and we can continue looking at other workarounds. 👍

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Is there a way to send an invoice as PDF? I read you can attach one but can it just be sent as one

Re: Is there a way to send an invoice as PDF? I read you can attach one but can it just be sent a...