PracticePanther offers the capability to attach a PDF copy of the invoice when emailing the client their invoice directly from the platform.
This can be set up by default in your email template settings page, found here.
How to Automate PDF Invoice Attachments
1) Navigate to your Settings in PracticePanther, click on your name in the top right-hand corner of the screen and select "Settings" from the dropdown menu.
2) On the left-hand side, scroll down to the "Invoices & Payments" section, and then select "Email Templates."
3) Check the box to attach invoice PDFs when sending invoice emails. Then, select "Save" when you're finished.
If you do not wish to send invoice PDF attachments when sending invoices as default, you always have the option to check the Invoice PDF Attachment checkbox before hitting 'Send' on the invoice email, which will override the Email Template default.
Invoice PDF Attachments and CSS
Automated invoice PDFs will retain most CSS customizations made to invoice templates. To learn more about CSS on invoices, you can read this article on the basics, or this article on more advanced techniques.
What Happens Now?
When you send an invoice to your client, the email will not only include a link for the client to view and pay the invoice, but they will also receive a PDF attached to the email for additional viewing.
If your default setting is checked, this PDF will be attached when sending invoices in batches. The checkbox is always available when sending out a single invoice.
When previewing the invoice email, you have the option to select or deselect the PDF attachment.
Note: If you need a refresher on how to create an invoice here.
Batch Billing with Invoice PDFs
When you batch bill your client, a PDF may be automatically attached to the invoice depending on your default email template preferences located under Email Templates on the Settings page.