Attaching Invoice PDFs by Default in Email Communications

Overview

Ordway allows you to automatically attach the Invoice PDF when sending invoices via email. If this option is not enabled, users may need to manually attach the PDF each time, which can lead to missing attachments or email errors. This article explains how to enable the setting and what to do if an error appears when sending the invoice.

Issue

• Users want the Invoice PDF to be attached by default when emailing invoices.

• An error may occur when attempting to email the invoice with the PDF attachment if the config is not enabled in the template.
  
  

Solution

To ensure the Invoice PDF is automatically attached, enable the Attach Invoice PDF option in your invoice email template.

Steps to Enable:

1. Go to Settings in Ordway.

2. Navigate to Manage Templates.

3. Locate your Invoice Creation email template.

4. Select Edit.

5. Enable the checkbox labeled Attach Invoice PDF.

6. Save the changes.

Once this option is enabled:

• All invoice emails generated using this template will automatically include the Invoice PDF attachment.

• The previous error when sending the invoice with the PDF attached should be resolved.