A new feature has been added to the Billing screen that allows a full page PDF document, up to 1 MB, to be appended to invoices from the Edit Batch screen. Businesses can use this feature to include flyers with invoices to communicate upcoming changes, share important notifications, promote services, or provide other information to customers.
System Logic
This feature is only available to billing batches that are still in an editable status. Adding, replacing, or deleting a PDF attachment is not allowed once the batch is marked 'Completed,' or it has been marked 'Voided.' The PDF attachment applies only to the billing batch where it was uploaded. It remains available with that batch for future reference but does not carry forward to future billing cycles.
Viewing the Attachment
After the billing batch has been processed and posted, the PDF attachment will append as a last page to the invoice. Viewing the attachment is available from an emailed link, Customer Portal, or AR History.
