Control Invoice PDF Attachments in Emails

You can now choose whether invoice PDFs are attached to the email reminders sent to your customers. This gives you more control over how your customers interact with their invoices and your billing portal.

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What you can control

There are two settings available under Account Receivable > Preferences > Invoices:

1. Enable PDF generation: This applies only to partners with an integration connected (e.g., ConnectWise, QuickBooks, HaloPSA). When Alternative Payments cannot retrieve the PDF from your integration, it normally generates its own fallback PDF. Turning this off means no PDF will be attached if the integration fails to provide one — instead, customers will see a neutral message indicating the PDF is temporarily unavailable.

2. Attach invoice PDF to emails: Toggles whether a PDF is attached to invoice reminder emails at all. When turned off, emails are still sent normally — just without the PDF attachment.

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How to update your settings

Navigate to Account Receivable > Preferences > Invoices in your Partner Dashboard and locate the Invoice PDF section.

Changes take effect immediately. No need to save.

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