Include PDF in Invoice Email

abuorla
abuorla
Community Member
in Business and Teams

Currently invoice emails are sent as HTML and in order to download an invoice one must go to the website and perform 6 (!) actions. That's annoying, considering nearly all other services attach a PDF version in the email. Exporting the email to PDF directly from the mail client isn't possible either, at least on Mac, because for some reason some info crucial for accounting gets lost: https://take.ms/7Wdrx

I found two other topics regarding this, both over 5 years old and nothing's been done about it since.

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Comments

  • ag_max
    ag_max
    edited March 2023

    Hi @abuoria,

    Although PDFs are not included in the invoice emails you receive from 1Password, you can make your own from 1Password.com. I'll also go ahead and pass on your feedback to the rest of the team internally so they can keep tracking interest.

    Here are the steps to create your own invoice PDF on 1Password.com:

    1. Sign in to the 1Password.com web interface.
    2. In the menu on the right, click "Billing" (by default, this option is only available to account owners).
    3. Click "View Invoices", and then click "View Invoice" beside the invoice you want a PDF for.
    4. Click the "Print" button, and use the print-to-PDF feature that comes with your operating system or browser to create a PDF version of the invoice. Refer to the guide that comes with your operating system or browser for details.

    ref: pb-31842729

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