Configure and attach PDF file for payment term notification

Attach a customizable PDF to the emails sent when a customer uses a payment term.

Attach a PDF to the draft order email

When a customer chooses to pay later with a payment term, the app can email both you and the customer with a PDF attached.

Set this up in Settings > Notifications, then tick Attach PDF file on both the Merchant notification and Customer notification pages under Payment terms.

Customize the PDF

Go to Settings > PDF templates, then under Payment terms click Draft order invoice.

• Invoice name — set the file naming pattern, using variables like {{ order.name }} and {{ timestamp }}.

• Appearance — choose which header, address, item, and order-price details show in the PDF (for example Ship to, Bill to, Payment term, SKU, Vendor).

Check the Preview panel on the right to see your changes live.

Scroll down to the Footer section for further options, then click Save in the bar that appears at the top of the page.

Need support?

If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address [e-mail]