Invoice Sharing
JLNR & CO. Chartered Accountants
- When we are sharing the invoice, the invoice is not shared as pdf, it opens as a link to the reference website and from there download PDF option is available which is a cumbersome process for the client. Can the invoice be sent as a PDF to the client?
- When we send attachments along with the invoice, the attachment file name is modified, which makes it very difficult for the client to open and check each file. Let's file name remain intact.
Honestly Invoicing process is very time consuming.
Shubham from Refrens
Hello JLNR & CO. Chartered Accountants Apologies for the delay. May I please know if you are sharing the invoices via email or WhatsApp? We do provide the invoice PDF along with the link when shared. If it's not working as expected, please let us know—we’d be happy to connect and assist you with this.
Regarding the attachment file names, we truly understand how this can cause confusion for your clients. We’ve noted this and will surely consider preserving original file names in our future updates.