Automated Invoice PDF Attachment
under review
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Sam Bryant
It would be wonderful to have a PDF automatically attach to the automated electronic invoice process. In some cases, a client cannot open the link because of their organization's security measures. I believe this will improve the customer experience and strengthen the customer relationship by providing clarity and transparency.
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Scott Rutherford
Creating a PDF would also benefit the client by having a permanent document outside of the Vendasta system for record keeping.
Thus, I think a great idea.
Rylan Morris - Vendasta
under review
Rylan Morris - Vendasta
planned
Sam Bryant Thanks for sharing this suggestion and the context around why it’s important. We agree that automatically attaching a PDF to the electronic invoice would make things easier for clients and help avoid issues with link access. This improvement is already on our roadmap, and we’re planning to add it in a future update.