You can place additional information on every invoice with the PDF Attachment feature, such as:
- Payment details
- Firm and authority logos & contact information
- Signatures or signoffs
- Cost agreement
- Notification of Client’s Rights
- Compliance requirements
Here's an example of the sort of info a PDF attachment could look like when sent with each invoice:
Only one PDF file can be in the system, so all information needs to be contained in one PDF file.
Uploading a PDF attachment
- Select the gear icon and select Firm Settings.
- Go to the Invoice Settings menu option.
- In the Invoice settings page, select the PDF Invoices tab.
- Navigate to the PDF Attachment feature at the bottom of the tab.
- Upload the new PDF attachment by clicking Choose File.
- Click the Replace button to apply the new PDF attachment.
- Select Save.