invoiceit! invoicing, billing, accounting & inventory software for YOUR business


Business software that fits YOUR business. Try it FREE

make your business software complete with invoiceit!

Home Download Buy now Features FAQ About Us Contact Us Accounting Site Map Links Diversion

Setting up to attach PDF files automatically

 

For automatic inclusion of PDFs on your e-mails you require MS Outlook as your default Mail Client. To set your default mail client, right-click the Internet Explorer icon on your desktop and select Properties. Click the Programs tab and select it from the E-mail dropdown list. See picture at left…

Determine where your PDF attachments should be saved to.

Here is the setting for Adobe (other PDF printers will have a similar option):

a)      click on Start – Settings - Printers & Faxes

b)      identify your PDF printer (here named Adobe PDF)

c)      right-click and select Printing Preferences – you will see what is shown in the picture at right.

d)      Set the Output Folder with the Browse button – in this example it is C:\My Documents\INV5\PDF

Option #40: set to Yes

Option #41: if Yes, creates plain text invoices in e-mail body

Option #42: Select the PDF option

Option #43: Set the same path as above. 

In invoiceit! this location must match. Open Setup p.4 – at lower right you will see this

Use the small ‘book’ button to navigate to the required location and click on any file in that folder. Ensure there is a trailing backslash.

Click button Setup for PDF – you will see the invoiceit! PDF setup screen like this. 
Click on your PDF printer.

 

A prompt appears “Is (selected printer) your PDF printer?”

click Yes.
You will see the confirmation shown at right click OK

 

Setup for PDF is now complete. When you decide to e-mail an invoice to a customer, it will be attached automatically as PDF.

To edit e-mail defaults (like subject lines and body text), go to Setup p.5 and select either E-mail Subjects or E-mail Messages at left. Edit at right.