Monthly pdf invoice attached to email

Hey It would be amazing for our workflow to receive the invoice as attached pdf in monthly email without the need to log in etc. to download <3 thank u

  • Felipe Sanchez Luna
  • Jan 15 2019
  • Reviewed
  • PDC Creative commented
    4 May 09:20pm

    Would be a great option to have. Especially as I have to download them, add them to an email and forward on to accounts. Gets to be a PITA especially when you have 70+ clients and around 10 of those are paying monthly. Or having the option to add an accounts email would be great but if they still have to download their end, they will kick off anybody in an active session. Which is the first issue we had.

  • Conversal commented
    4 Feb 08:15am

    +1

    If you attach the PDF to an email, bookkeeping software can handle it automatically
    And a single invoice per month we're you see you're complete usage of that month would be great as well when you have clients where you sell Webflow to.

  • Fred Drouar commented
    11 Jan 10:06pm

    I would also require this, as the email has to be manually downloaded and then forwarded to the accounting software. We live in 2022 and we expect some support in automation from our suppliers.


    Attaching the pdf to the email would make this a whole lot simpler!

  • Maybaum Film commented
    6 Jan 09:08am

    As a designer I have to manually download and send the invoices to our finance department. I would like to add the email of our finance department into the billing setting.

  • Pieter Oosthuizen commented
    12 Jul, 2021 10:17am

    Agreed. Having the email go to the billing department but then not have the invoice attached means that it is yet another thing that has to get done each month – which in a small company can really add up to a long list. Would be great to get this resolved.

  • Nikolai Narvestad commented
    18 Jun, 2021 08:35am

    I don't understand the last comment, Jon Roar. I cannot see this feature in our account. We are on the light plan, perhaps we need pro?

  • Jon Roar Odden commented
    12 May, 2021 09:58am

    Supports this. Seems so easy and "everybody" has it now.

  • Gallery 44 commented
    23 Apr, 2021 01:31am

    Yes! If they did this it would be so easy to automate billing for us.

  • Bastian Gierull commented
    18 Jan, 2021 01:02pm

    This would be so useful!! There is no point in having a billing team address but not giving them a chance to download pdf bills. Creating a login for accounting is a) costly and b) risky (as there is no clear roles and rights mgmt).
    So now billing consumes a lot of time, back and forth and confusion - could be a deciding factor in moving to another solution tbh.

  • Ben Donnelly commented
    21 Dec, 2020 09:51am

    I would also like this, as the email goes to our billing department, but they do not have access to webflow. So they just ask me to download the pdf each month. Attaching the pdf to the email would make this a whole lot simpler!

  • +35