New Invoices Not Defaulting To A Delivery Method

[Debunker13]

I've recently been noticing that invoice emails are being sent without the attached invoice.  This was brought to my attention about a 2 weeks ago when a client told me they were getting payment due reminders, but couldn't find the invoice.

 

Unless the setting to allow customer to set invoice settings breaks this, I normally manually enter my new clients.  But I've even noticed this behaviour with clients I had entered back in version 2.x.

 

The ability to select a global default delivery method would be nice, then clients could still change their delivery method.

[Tyson]

It would be great to have some more information, as described in How to Report a Bug.

 

Is it possible that your Invoice Delivery (Unpaid) email template (under [settings] -> [Emails]) has the option "Include Any Attachments" unchecked? If so, that would prevent invoice PDFs from being attached and sent with the email.

 

The setting to allow clients to change their invoice delivery method could affect this. That setting determines how new invoices are delivered by default. If it is set to "Paper", for instance, it is expected that you would print out the invoice and mail it to them.

 

Invoice (reminder/late) Notices don't include any attachments with the email, but you can set links in the email for them to view/pay the invoice.

 

If you go to the client's profile page, you can check a box next to one of their invoices, and email it to yourself. Then you should receive the same Invoice Delivery email that the system would have sent them before. You can use that to verify that an invoice is attached to the email.