bhcopy
Level 2

Other Questions

Just wanted to chime in and share my agreement with this: just attaching the invoice to the email is essential. Clients now have to click the "View invoice" button, which opens up the browser, and then click "View invoice" again to see payment details. I mean, that's a pretty obviously poor UX feature. 

 

Can we please just get a simple checkbox somewhere that says "Attach invoice as a PDF"? I literally just switched from free software that does this.

 

I know I can download it and send it separately but I still need to send it through QB to register it as 'sent'. So I'd need to email to client twice to add on the PDF. 

 

It'd be massively helpful if you could add this small feature. Or, at the very least, when the client clicks "View invoice" in the email, open up a window that actually has the invoice in for them to view, rather than just the same info that got in the email. That would avoid them having to click again to get the only info they need. 

 

Thanks.