If you are using invoices within your Eventsforce event, you can add a link to any email allowing attendees to download their most recent invoice in PDF format.
Adding a link to download the invoice
- Go to Communications > Ad-hoc OR Communications > Automatic
- Click to "Edit" the email that should contain the invoice link
- Add the text you want to hyperlink (example: Download invoice)
- Highlight the text and select "Insert/edit link"
- Use the 'Link list' dropdown and select "Latest Invoice PDF"
- Click "Ok"
- Click "Save"
When attendees receive the email, they can click on the link to download a PDF version of their most recent invoice.
Tip: If you do not see "Latest Invoice PDF" in your 'Link list' dropdown, be sure you've selected an invoice template by going to Setup > Finance > Invoice Run. In the 'Invoicing' panel , locate "Select an invoice template" select the invoice template for the event.