Sending an invoices as a PDF is easy!
This is also a good way to help your invoices get past corporate spam blockers that allow PDFs but block (or break) the links in any emails their employees receive.
FROM THE WEB APP
Step 1: Open an invoice
Step 2: Click the 'Send' action button.
Step 3: Select 'Attach Invoice PDF to the email' and send.
Step 4: Optional: Click "PDF" to download and send an email with only the PDF attached.
Step 5: Done!
FROM THE MOBILE APP
Step 1: Open an invoice
Step 2: Tap "Send" Action Button at the top of the screen.
Step 3: Toggle "Attach invoice PDF to the email"
Step 4: Select the contact you want to send the invoice too and then send.
Step 5: Done!
