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Have commercial invoices attached as PDF, not a link

With automated invoice processing becoming more common, we have an increasing amount of commercial tenants requesting invoices be attached to an email as a PDF as well as a link in the email itself?

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Jarrad Rispen shared this idea  ·   ·  Report…  ·  Admin →
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  • Julie Lancaster commented  ·   ·  Report

    Hi we are new to PT, however, we've had numerous requests from tenants requesting PDF invoices instead of links due to security. Hope this is available soon. Thank you

  • Karen Kennedy commented  ·   ·  Report

    Agree with comment below - multiple commercial tenants seeking pdf's as due to security risk, tenants won't click the links necessitating a manual system be implemented within our office.

  • Abby Sargeant commented  ·   ·  Report

    I am gettimg more and more companies that are refusing to open links due to cyber security concerns as well. It is frustrating to have to send it through as a pdf manually, it defeats the purpose of auto generated invoices.

  • Bronwyn Herrmann commented  ·   ·  Report

    Yes, their acounting software needs the PDF to process. Also the tenant ID should be shown as the reference. As automatic receipting of rent on Property Tree end needs the tenany ID as the reference. OR make the invoice number relate to the tenants payment receipt.

  • Margaret Robson commented  ·   ·  Report

    Please make this happen!!! I spend half my week sending out PDF invoices to tenants as they can't open the links.

  • Scott Durell commented  ·   ·  Report

    Hi, another request for this today from one of our tenants. Can you please advise if this is on the drawing board as with changing technology this is required to adequately have our tenancy invoices firstly received (so they don't go to junk due to links being in emails) then processed as many modern invoice payment systems require pdf's.

  • Property Manager commented  ·   ·  Report

    most commercial companies use accounting packages (Xero, MYOB etc.) to automatically pay creditors and bills, these packages can only pick up PDF attachments so the link is becoming more of a hinderance than a help. Our office has to note all tenants with systems that can not process a link and manually issue PDFs for monthly rentals - kinda defeats the purpose!! :-)

  • Bronwyn Herrmann commented  ·   ·  Report

    I agree, a lot of the invoices are paid by 3rd party payment companies. They only accept PDF invoices.

  • Scott Durell commented  ·   ·  Report

    This is becoming more and more important as emails with download links are being flagged as Junk emails and companies move to automated payment systems that do not recognise download links. Please can you implement this asap.

  • Karen Carter commented  ·   ·  Report

    We also have multiple requests with regards to this

  • Aiden Chalker commented  ·   ·  Report

    Excellent idea! I would also like to see LL statements as a PDF with the invoices for the month included in the same PDF doc.

  • Jesse Richards commented  ·   ·  Report

    yes please - I have some people who 'won't' click links because they are afraid of scams and viruses...

  • Kate Lawson commented  ·   ·  Report

    This would be so good. We have to manually send some invoices to larger companies as their systems require a PDF.