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?
We're pleased to advise that Tenancy Invoices and Tenancy Receipts will now be sent from Property Tree as a PDF attachment. Check out the release notes or product update video for more details. It's recommended you update your Invoice and Receipt templates under Automated Communications > Accounts.
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Karen Carter commented
We also have multiple requests with regards to this
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Rebecca Gillan commented
Good idea
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Lisa Mullins commented
and also resi invoices not just commercial
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Aiden Chalker
commented
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.
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Jesse Richards
commented
yes please - I have some people who 'won't' click links because they are afraid of scams and viruses...
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Kate Lawson
commented
This would be so good. We have to manually send some invoices to larger companies as their systems require a PDF.