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PDF of Invoice attached to Email

PDF of Invoice attached to Email

I see this and a workaround posted in questions but not as a feature request, so here it is:

 

I have many customers that want a PDF attachment of their invoice with the initial email. I know a few of the larger ones use automated systems that just enter the PDF into their payment system. Many of the others just like having it easily accessible without having to click a link and I don't enjoy spending time creating invoices and then going back to save PDFs to attach to a second email for anyone, let alone every customer.

 

This could be a checkbox on each invoice or a setting for all. Either way, it would be immensely helpful.

13 Comments
Square Community Moderator

Hey there @HennyPennyHat 

 

Your customers should be able to see a PDF of their invoice once they open the invoice link we send on the alert email and that PDF should be updated as well once they make payments. 

 

My understanding is that you would like this PDF to be Attached as well or instead to the email sent by Square?

this is unprofessional and not helpful. why can't we at least save a pdf version Before emailing so that we can attach it?

Yes @JJ_  I would like the PDF attached in the email sent by Square as people can be wary of clicking on links.