By default, invoice emails contain a link for your customer to pay their invoice online through Fergus Pay. Here, they can also preview and download or print their invoice.
However, you can automatically attach a PDF copy of the invoice to your emails through the following steps.
In this article we'll cover:
- How to enable PDF attachments for all customers
- How to enable PDF attachments for specific customers
When to use it
Automatically attaching a PDF copy of your invoice for to customer streamlines your business' invoicing process.
How to use it
1. How to enable PDF attachments for all customers
Go to Settings > Invoicing and tick the option "Always attach invoice PDF to emails even when Fergus Pay is enabled."
2. How to enable PDF attachments for specific customers
This option is great for property managers, and allows you to keep the payment link front and centre so you get paid faster.
Go to the Customers page and find the customer you'd like to enable PDF invoices for.
Click the pencil icon to edit the customer, and tick Attach Invoice PDF under Customer Settings.
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