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
The option for a pdf of the invoice to be sent automatically with an emailed invoice would be very helpful.
It would be nice if this worked liked Quickbooks Online (QBO). You can send the invoice via email (within the email) and then a PDF attached goes with it or there is a link for the PDF attachment. Most companies do want an actual letter sized invoice with invoice across the top of it.
I note that this was was first raised in 2015 - has anything been actioned on this. I agree with Julie, many businesses will query this format
This has been requested by many of our members too. Would be great!
Alisha Garber commented
Option to export invoices as a .pdf.
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.