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Setting up to attach PDF files automatically
| For automatic inclusion of PDFs on your e-mails you require MS Outlook as your default Mail Client. To set your default mail client, right-click the Internet Explorer icon on your desktop and select Properties. Click the Programs tab and select it from the E-mail dropdown list. See picture at left |
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Determine where your PDF attachments should be saved to. Here is the setting for Adobe (other PDF printers will have a similar option): a) click on Start Settings - Printers & Faxes b) identify your PDF printer (here named Adobe PDF) c) right-click and select Printing Preferences you will see what is shown in the picture at right. d) Set the Output Folder with the Browse button in this example it is C:\My Documents\INV5\PDF |
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Option #40: set to Yes Option #41: if Yes, creates plain text invoices in e-mail body Option #42: Select the PDF option Option #43: Set the same path as above. |
In invoiceit!
this location must match. Open Setup p.4 at lower right you will see this
Use the small book button to navigate to the required location and click on any file in that folder. Ensure there is a trailing backslash. |
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PDF you will see the invoiceit! PDF setup screen like this. Click on your PDF printer. |
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A prompt appears Is (selected printer) your PDF printer? |
 click Yes. |
| You will see the confirmation shown at right |  click OK |
Setup for PDF is now complete. When you decide to e-mail an invoice to a customer, it will be attached automatically as PDF.
To edit e-mail defaults (like subject lines and body text), go to Setup p.5 and select either E-mail Subjects or E-mail Messages at left. Edit at right.
