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:
Go to Invoice Settings
Enable the option to attach PDFs to invoice emails
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:
Go to Invoice Settings
Disable the option to attach PDFs to invoice emails
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:
Create or open an invoice
Click Send
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.

