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Attach invoice PDFs to emails

Enable PDF attachments in invoice settings

Sending invoices with a PDF attachment ensures clients receive a complete, ready-to-view copy directly in their inbox. This allows recipients to review, download, print, or forward the invoice without needing to open a separate link.

Enable PDF attachments in invoice settings

You can control whether invoice PDFs are included in outgoing emails directly from your invoice settings. To enable PDF attachments:

  1. Go to Invoice Settings

  2. Enable the option to attach PDFs to invoice emails

  3. Save your changes

Once enabled, every invoice email you send includes a PDF version of the invoice as an attachment.

Disable PDF attachments in invoice settings

You can turn off PDF attachments at any time.

To disable PDF attachments:

  1. Go to Invoice Settings

  2. Disable the option to attach PDFs to invoice emails

  3. Save your changes

When disabled:

  • Invoice emails include a link to the payment page

  • No PDF file is attached


Send invoices with PDF attachments

After enabling this setting, PDF attachments are included automatically when sending invoices.

To send an invoice with a PDF attachment:

  1. Create or open an invoice

  2. Click Send

  3. Confirm and send the email

The system automatically attaches the invoice PDF, no additional steps are required.

How invoice email attachments work

When PDF attachments are enabled:

  • Each invoice email includes a PDF attachment automatically

  • Clients receive the invoice directly in their inbox

  • The PDF matches the invoice details at the time of sending

  • Clients can download, print, or share the invoice without opening a link

When PDF attachments are disabled:

  • Emails include a secure link to the hosted invoice and payment page

  • No file is attached to the email

FAQs

  • Do I need to attach the PDF manually each time?
    No. Once enabled, the PDF is attached automatically to every invoice email.

  • Does disabling the setting affect previously sent invoices?
    No. It only affects invoice emails sent after the setting is changed.

  • Can clients still access the online invoice?
    Yes. Clients can still use the payment link included in the email when applicable.

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