product suggestions

Create or send invoices as pdf's

It would be useful to have invoices generated as pdf's if chosen as an option, especially when workflows are developed further.

  • Guest
  • Feb 17 2017
  • Planned
  • Sep 14, 2017

    Admin Response

    We will be adding an option to workflows which will enable PDF versions of invoices to be send via email.

  • Attach files
  • Jo Henty commented
    February 22, 2017 09:28

    PDF Invoices would solve a lot of problems for us, our client's only deal in paper invoices or PDF invoices they cannot process invoices that come over as part of an 'email body'. For all invoices issued by the system we currently have to turn each one into a PDF manually which is time consuming, for the system to automatically send as a PDF attachment would be brilliant for us.  

  • Clare Payne commented
    February 22, 2017 09:34

    I spend a lot of time printing invoices and sending them to customers in pdf.  Most clients once received the invoice request it to be sent in pdf format otherwise they can not process it

  • Guest commented
    March 21, 2017 11:41

    This is an absolute must, as too many Accounts Departments are coming back to us now saying that they cannot process payments from the body of an email.

  • Tony Hall commented
    March 24, 2017 09:24

    We have the issue with taking too much time converting the body copy of Emails into PDF's that should be system generated.

  • Guest commented
    May 26, 2017 09:50

    Customer should receive invoices in this format and if the system can automate the process all the better

  • Helen Lovett commented
    August 9, 2017 07:59

    We really need the workflow to send the invoices as PDF's. Our clients are not happy with them as they are currently and have problems printing them.

  • Cameron Still commented
    September 12, 2017 15:20

    I just raised a product suggestion for Invoice document template customisation here so that we can brand invoices before sending them out as pdfs.