Nova Choose whether billing emails attach a PDF
Decide whether invoice, quote, statement and receipt emails carry a PDF attachment, a secure online link, or both, as the organization-wide default.
In the sidebar, open Settings, then choose Document Defaults under Sales & Billing. The page address is /settings/org/billing/document-defaults. Scroll to Email delivery near the bottom.
Before you start
- This sets the default for every billing email the organization sends. Whoever sends a document can still change it on the send screen for that one email.
- Your role needs the billing document templates permission to open the page.
Steps
- Under Email delivery, set Attach a PDF to billing emails to On if invoices, quotes, statements and payment receipts should go out with a PDF attached. Set it to Off to send the message with a secure link only.
- With the PDF on, choose whether Include a secure link in quote and invoice emails is On. The link lets the customer view, approve or pay online. When the PDF is off, the link is always included and this switch is greyed out.
- Press Save defaults. The button reads Saved for a moment.
What you see
- Attach a PDF to billing emails On and Include a secure link in quote and invoice emails On: the customer gets both the file and a link to act on it. This is the usual choice.
- PDF On, link Off: the customer gets only the file and has to reply or call to approve or pay.
- PDF Off: the customer gets a short email with the secure link and no attachment. Statements and receipts also lose their PDF.
- The send screen for each document shows what will go out, so you can check before pressing send. Invoice, quote and receipt review share More options for attaching the PDF and scheduling a send. Email starts with your organization’s PDF default; text starts with the secure link only when a linked document is available. Add the PDF to a text explicitly to send it through MMS.
If something looks different
- Include a secure link in quote and invoice emails cannot be turned off: Attach a PDF to billing emails is Off, and a link-only email always needs the link.
- The page says you do not have access: your role cannot open billing document settings. Ask your admin.
- The date and save-button settings on the same page are covered in Set invoice terms and quote expiry defaults.