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Question

Attach PDF and Excel files to invoice template


Hello,

I want to email customers their invoice with both PDF and Excel attachments of their invoice. At present only the PDF invoice is attached. I thought I would be able to add the Excel invoice through Email Templates > InvoiceNotification template and going to Attached Reports however this is not working to attach the Excel invoice file to the invoice email as well. Screenshot is following showing how I have set this up. I have tried this with and without linking to a source table and I’ve also tried different combinations for the Paramater Values i.e. ARInvoice.DocType, SOInvoice.DocType etc.

Any suggestions are appreciated.

Thanks,

Grant

 

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