Billing Automation Tutorial

Updated 2021-12-19

New Feature: Always attach open invoices to automation emails

By default, portal billing automations will only send (attach) an invoice copy one time per user. This can be overridden by enabling a new option "Always attach open invoices to automation emails".

When this option is enabled, it will cause open invoices to be included as attachments in ALL email notifications regardless of their sent status.
Use with caution. Customers can receive the same invoice more than once when this option is enabled.

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