Estimate and Invoice BE the actual Email (No PDF attachment)
Would love to have the option to have the estimate or the invoice BE the email with a link to pay or approve. Right now with the invoice or estimate as a pdf attachment it's not as easy to find. I tested it on myself and in apple mail it does not show up at all, just shows a long screen of blankness. You have to figure out how to find the attachment so see the pdf. In gmail it shows it very small at the very bottom. Would just come across better to the customers if there was a canned or custom words from us on the very top and then the actual invoice/estimate. No attachment at all. *This is the way Xero does it and it looks and works really well. I can send you screenshots if needed.
Bethany
shared this idea
-
Eric
commented
I agree. I constantly have customers reply to my invoice emails upset that they have a link to pay online but they can't see the actual invoice before paying. Every time this happens I have to try to walk them through how to find the attachment. There must be a better way to at least have the invoice details visible in the body of the email, or have the thumbnail of the attached PDF in the body of the email so that the recipient has some visual indication that the full details of their invoice are available to them.