A proper PDF of every quote, invoice, and confirmation

The online link is the better document. It stays current, it takes a card payment, and you can see when it was opened. But plenty of clients need a file: something to forward to their accounts team, drop in a folder, or attach to a purchase order. Asking them to print the page to PDF was never a good answer.

Rendered properly, not screenshotted

Quotes, invoices, and confirmations now render as real PDFs on our side, laid out for the page rather than squeezed out of a browser print dialog. Everything is on there: grouped and loose lines, tax, service charge and gratuity, deposit staging, your terms, and your pay-by-transfer details.

There is a download button on the document itself, for you and for the client on their own link.

Link, PDF, or both

When you email an invoice, the send dialog now lets you pick. Both are ticked by default, so an untouched dialog sends what it always sent. A client paying online wants the link. One whose accounts team files paper wants the file in the inbox. Most want both. The preview updates as you tick, so you see exactly what is going out.

Untick both and the send is refused rather than quietly marking the invoice sent with nothing having left the building.

No naked emails

If a PDF fails to render for any reason, the document email does not go out without it. An email announcing an attachment that is not there is worse than a delayed one, so 1pm holds it and tells us instead.