It generates an email to the client with all the pertinent information and the invoice PDF attached.It looks up the email address of the client in the Contacts app.It looks up, in a text file “database” of all my projects, the name of the client.From the text, it gets the project name, project number, due date, and amount of the invoice.It extracts the text from the invoice (a PDF file) using Derek Noonburg’s Xpdf.The various posts linked to in the paragraph above do that. I’m not going to explain the inner workings of the script. Even more fortunately, I’d kept the original script around-all it needed was a little touching up and the addition of the Reminders section (Reminders didn’t exist when I wrote the first version of this script). I needed to rewrite the script for Apple Mail.įortunately, that script was originally written for Apple Mail I’d converted it to MailMate three years ago.
The email part of the script assumed I was using MailMate, which was true at the time, but isn’t anymore.
You can either select the HTML or Plain text option in the Additional email options for invoices section from the Account and Settings page.
Let me share details about managing the automatic Review and Pay message when emailing your invoices in QuickBooks Online (QBO), This way, you'll be able to determine the possibility of switching it off and handles your sales transactions accordingly.