How To Send Invoices As PDF Attachments

AGG SMART will send your customer invoices in emails which have a download button for the customer to click. This will then track when the customer has downloaded the invoice and will download PDF copy of the invoice to their device.

Sometimes customers cannot open these links as they will be block by their network administrators. Or, you might find a customer would just prefer to have the PDF version of the invoice attached without having to download it. In these instances you will need to configure your AGG SMART system to send invoice PDF attachments in one of two ways:

Adding Invoice Attachments Per Customer (Written Guide)

You can apply the invoice attachment feature on a per-customer basis by entering the [invoiceAttachPDF] flag to the customer's Notes Field under the Edit Customer Screen.

To open the Edit Customer Screen you will need to search for the customer and click the Edit Customer Button, as highlighted in the screenshot below:

That will open the Edit Customer Form where you can update their Notes Field at the bottom to contain the flag, as shown in the screenshot below:

If the field already has entries in it, just separate them with a comma like the screenshot below:

Adding Invoice Attachments Per Customer (Video Guide)

If you would prefer to see a video guide of how this action is performed then you can do so below:

Adding Invoice Attachments For All Customers

If you would like to have the PDF invoice attachments enabled for all customers then you don't need to add the flag to every customer. Instead, email support@aggsmart.co.uk and we will enable the feature at a system level for you.