RE: Is there a way to email a transaction as an attachment?

There is a Email option in the actions list of transactions (Sales Order, Invoice, etc.) but it doesn’t attach a PDF of the transaction in the email that is sent. Is there any way to configure these emails to have a PDF attachment included?

Brad Beginner Asked on October 20, 2019 in How To's.
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2 Answers

The specific user logged in can also set this as a preference by navigating to Home > Set Preferences > Transactions > Transactions Email Attachment Format = PDF

Beginner Answered on October 21, 2019.
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