Email Transactions (Invoices/Cash Sales/Sales Orders) to Customers as PDF attachment instead of HTML
Published on
July 14, 2023 at 12:11:05 AM PDT July 14, 2023 at 12:11:05 AM PDTth, July 14, 2023 at 12:11:05 AM PDT
Scenario
Transactions are emailed to recipients as part of the body of an email instead of as a PDF attachment.
To email transactions (e.g.,Invoices,Cash Sales,Sales Orders,Purchase Orders, etc.) to intended recipients as PDF attachment instead of an embedded Transaction/HTML in the email, follow the steps below:
Solution
- Navigate toHome>Set Preferences
- ClickTransactions
- UnderPrintingsection >Transaction Email Attachment Format> SelectPDF
- HitSave.
This preference is user-specific and will allow users to send transaction records as a PDF attachment.
The above is true only if theCustomer's Email Preferenceis set to eitherPDForDefault. To check this, see the steps below:
- Navigate toLists>Relationships>Customers
- Select aCustomer
- On theCustomerrecord, clickPreferencestab >Email Preference=PDForDefault
To summarize, the hierarchy ofEmail Preferenceis as follows:
- Customerrecord >Preferencestab >Email Preference a. If
- b. If