Q. How do I send invoice pdfs to my customers in reminder emails?

Modified on Fri, 14 Oct 2022 at 09:35 AM

For QBO & Netsuite clients, Centime pulls the original invoice pdfs from your general ledger and saves it a document which is then attached as a pdf to every reminder email send for the corresponding invoices.

 

When an invoice pdf is not pulled, the User can add the document manually by clicking on 'Add an invoice' and uploading the document. This document will then get attached to the reminder emails as a pdf.


For QBD clients, the User will have to manually upload the invoice document for desired invoices. The uploaded documents will be auto-attached to the reminder emails for the corresponding invoices. 

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