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manager29
Level 1

My customer statements didn't send as attachments. I have never seen this happen. How can I fix this to send as an attachment and not in the email body?

 
1 Comment 1
SarahannC
Moderator

My customer statements didn't send as attachments. I have never seen this happen. How can I fix this to send as an attachment and not in the email body?

Hello there, manager29. I hope you're doing fine today.

 

The statement we emailed to the customer depends on how we set it up. Let's make sure to include the PDF Attached in the Account and Settings. This sends as an attachment to your customer's statements. To guide you further, please follow the steps below:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. In the Sales tab, locate the Online delivery section.
  4. Then, put a check-mark in the PDF Attached box.
  5. Click Save. Then, Done.

Once done, you can send a statement and verify it from your customer if they've received it as an attachment. Here are some articles that you can check for additional guide when personalizing your sales form:

 

 

Please post again if you have other questions. I'm right here to back you up. Stay safe and be well!

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