Some clients only allow one PDF attachment per invoice. Combining the invoice and its attachments into a single PDF can streamline processing and lead to faster payments.
For invoice processing, it may be necessary to include attachments, such as an approved timesheet. However, some clients' accounting systems do not permit more than one PDF attachment per invoice.
By merging the invoice PDF and its attachments, these clients can process the invoice more easily, and you will be paid faster.
Here's how this works:
Invoice Template
You can set whether PDF attachments should be merged at the invoice template level.
Set Standard Invoice Template for Client
In CRM, you can set a standard invoice template via the invoicing preference settings. By choosing an invoice template that is configured to merge PDFs, you ensure that PDFs are merged by default.
Sending an Invoice with Merged PDFs
When sending the invoice, you add the PDF attachment. The "Merge PDF files" checkbox will automatically be adopted from the invoice template.
After sending, the recipient will receive the invoice and the attachment in a single PDF.
If there is more than one PDF attachment, the attachments will be placed one after another in the order they were added. Please note: On the invoice timeline, the attachments will still be displayed separately.
What if merging PDFs fails?
If the attachment(s) you want to merge with the Simplicate PDF are protected against merging, the attachment cannot be merged with the invoice PDF. In such a case, the invoice will not be sent at all.
To be proactively notified of such situations, it is recommended to set up a notification for this.