Q - How do you automatically include the PDF of the invoice when you send the invoice? Because we sometimes forget to click the box to include it...?
We’ve run into this too. As far as I know, there isn’t a way to automatically include the PDF every time—it's still a manual checkbox when sending the invoice.
What’s helped us is building it into our process so our team double-checks before sending. It would definitely be a great feature to have automated though, especially for consistency.
Thank you Trapperjohn for sharing your best practice and suggestion! I will take this pack to the Product Team!
