Email online link or PDF for your invoice, credit note or prepayment

When you email your item to your customer, you can choose to include an online link to the item, a PDF attachment of the item, or both.

If you've applied a payment service to your branding theme, your customer will always receive a link to the online invoice (even if you remove the [Online Invoice Link] placeholder) so they can pay you online.

Email online link

Add the [Online Invoice Link] placeholder to the email message (if it isn't already there).

Image of the Online Invoice Link placeholder and online invoice text.

Alternatively, set up an email template, that includes the [Online Invoice Link] placeholder, to use again.

If you've included the link to view outstanding bills online, your customer will also be able to view these from the online invoice.

Email PDF attachment

Remove the [Online Invoice Link] placeholder and associated text from the email message, then check the Include PDF attachment box.

Image with online invoice email text and placeholder highlighted, and Include PDF attachment box checked.

Alternatively, set up an email template, without the [Online Invoice Link] placeholder and text, to use again.

Include online link and PDF attachment

Add the [Online Invoice Link] placeholder to the email message (if it isn't already there), then check the Include PDF attachment box.

Image with online invoice email text and placeholder highlighted, and Include PDF attachment box checked.

Alternatively, set up an email template, that includes the [Online Invoice Link] placeholder, to use again.

If you've included the link to view outstanding bills online, your customer will also be able to view these from the online invoice.