RE statement of account for customers, why is there no attachment of downloaded statement of account when sending reminder to customers via email

Thank you for reaching out in the Community, Evonne.

It’s possible that the Online delivery setting is configured to either Plain text or HTML, and the PDF Attached checkbox has not been selected.

To ensure a PDF copy is attached to sent invoices, you have two options:  

• Check the PDF Attached box. 
• Update the Online delivery setting to Online invoice. 

Here’s how to update these settings:  

1. Exit the Invoice page and return to the Home (Dashboard). 
2. Click the Settings (gear icon) in the upper-right corner, then select Account and settings. 
3. Go to the Sales tab and scroll to the Online delivery section. 
4. Select Edit, then check the PDF Attached box. Alternatively, change the Additional email options for invoices to Online invoice. 
5. Save your changes by clicking Save, then hit Done. 
   

Once updated, you can review how the invoice will display by selecting Email view, Payor view, or PDF view directly in the Invoice page.  

 After finalizing the invoice settings, you can resend the invoice to your customer.  

Let us know if there’s anything else you need. We’re happy to help.