Skip to content

What's the practical way to automatically email a customer invoice PDF as soon as the invoice is created?

Answer

A Report Rule is generally the most direct way to achieve this — the key design decision is how the rule resolves the customer's email address (from a field already on the report, a custom field added specifically for this, or another lookup), since the rule needs that address available to actually send to, not just the PDF content itself.

← Browse Reporting and analytics questions