How to attach a PDF copy of the invoice to an email

Modified on Thu, 4 Dec, 2025 at 10:33 AM

By default, when you activate an invoice email to go to your customer from Clear Books, the email provides a link to the customer's online statement from which they can view a history of their account and download PDFs of this and other invoices.

Many businesses like to attach a PDF of the invoice to the email and you can enable this in Clear Books via the Toggle features.

Step 1.

To switch on PDF attachments navigate to Settings > Configure system > Toggle features

Step 2.

Select the Invoicing & expenses tab on the left-hand side.

Step 3.

Tick the checkbox next to the Email with attached PDF toggle at the bottom of the page.