New Feature: Attach Invoice PDFs

by Andy Johnson

You and your clients have always had the ability to download PDF versions of Harpoon's online invoices. But now when sending an invoice to your client you can attach a PDF version of the invoice directly to the email. Here's how it works:

When sending an invoice to your client simply select the "Attach a PDF of the invoice" option:

When your client receives the email a PDF of the invoice will be included as an attachment. Easy-peasy!

A word of caution here: Attaching a PDF reduces the chance that your client will actually click through to see the online version of the invoice, which means Harpoon might not be able to track when/if your client has actually viewed the invoice (the same is true when sending estimates). But if you’re OK with that the “Attach a PDF” option is an easy one-click option when sending the invoice.

Have your own ideas or suggestions? Let us know!

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