Can we have an option to create and send a pdf of the invoice
We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice
This option is really needed because an invoice sent by email can be altered when it is forwarded (to accounts payable for example). As a result, it is not accepted by a number of companies.
make invoices; receipts; documents be able to be sent/ uploaded as an attachment pdf file separate from the print pdf feature
I have the same issues with companies no accepting an email invoice as an official document. There is often an approvals process on the payers end and may need sign off by more than one person to pay and then to process by the accounts team. This capability would certainly be a welcome improvement for me!
Dale Koetke commented
Thanks for sharing ideas, I added this into our design queue.
YES! This option needs to be made available. Please implement this option which should be standard practice.
It would be nice to "send invoice as PDF" to the member. There is the option to export an invoice as a PDF, but then I have to download it and manually send it to the member. It would be nice if WA had the option to click a button and it sends it as a PDF.