Overview
You can automatically generate and send PDF copies of invoices for completed orders. These can then be sent automatically to a designated email address.
How It Works
When enabled, a PDF version of the invoice is automatically created once an order reaches the “Completed Invoice – Awaiting Export” status.
The PDF is saved as an attachment on the order for easy reference.
You can also have this PDF sent by email to a specified address.
If you would like to set this up, follow the steps below
Enable Auto PDF Generation (Supplier Level)
Navigate to the Suppliers within your organisation.
Select the appropriate supplier.
Navigate to the Rules tab.
Turn on Auto PDF Invoice Generation.
Once enabled, invoices will automatically be generated as PDFs when orders move to “Completed Invoice – Awaiting Export” status.
Add an Invoice Email Address (Location Level)
Click ⋮ and choose to the Management dashboard.
Go to Organisation Structure.
Select the relevant location.
In the Invoice Email field, under Email Addresses, enter the email address that should receive invoice copies.
Save your changes by clicking Save.
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