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My customer is reporting that they didn't receive an attached quote or invoice in a business email
My customer is reporting that they didn't receive an attached quote or invoice in a business email

Your customer received your business email but they didn't see an attached copy of the Quote/Invoice.

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

If a customer did not receive a .pdf copy of their quote or invoice from a business email, this means it was likely sent from the customer profile - and not inside an order.  
In order to have a .pdf copy of a quote or invoice in the email body, you must send the business email from the 'Checkout' or 'Manage' tabs from within the order.  

Because customers can have multiple orders, sending the email from inside the order is the way to make sure the appropriate quote/invoice is attached.

Here's helpful links for how and where you can email your quotes and invoices (including attachments):  How-to Email Quotes (Text)   How-to Email Quotes (Video)

Also:

  1. Ensure that the 'Attach Job PDF' option is selected in the email preview form.

   2. Some inboxes may be set to hide attachments. Your client may need to ensure that they have their inbox configured to show attachments.

Have a great day!

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