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Emailing Invoices as Attachments

edited Dec 23, 2019 11:03PM in Accounting / ERP 23 comments

I want to email invoices to customers and be able to customize the message. It seems like I can easily do one or the other, but both is a pain. The "dangerous" yellow email button will automatically attach the invoice as PDF - great. The "friendly" gray email button will allow me to customize my message and attach files, but I don't see a way to automatically attach the invoice.

Is there a way to email an invoice to a customer and customize my message without having to print the invoice, save it, and attach it? It looks like I can't do this, but maybe I just don't get the user interface.

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