PDF Invoice: Ability to download the PDF invoice prior to payment.
under review
J
Jim Montague
When emailing an invoice to a client for payment, clients are currently not able to download a PDF version of the invoice. Clients are requesting this feature so that the can provide the PDF invoice to their accounting departments for payment processing. I understand that we may 'manually' download a PDF invoice, but this process lacks efficiency at scale. Lastly, the PDF download is available from the payment confimation email, so hopefully we can make it available for download prior to payment. Thank you.
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Rylan Morris - Vendasta
under review
Jim Montague Thanks for the feedback and for explaining the use case. We understand how having the option to download a PDF invoice before payment would help clients streamline their internal payment processes. This is something we’ll take into consideration for future improvements, though we don’t have a timeline to share right now. If you have any additional thoughts or related needs, please feel free to add them in this thread.