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Why There Are No Invoice PDF Attachments Under Notes & Attachments

Why There Are No Invoice PDF Attachments Under Notes & Attachments

Last updated on 02 Sept, 2026

Symptoms

When an invoice is generated and sent automatically from a Recurring Invoice, there is no invoice PDF attachment under the Notes & Attachments section.

Findings

This is expected system behavior.

When an invoice is sent automatically from a Recurring Invoice, a PDF is not attached to the invoice record.

  • A PDF is attached only when an invoice is sent manually using the invoice's Email / Print Invoice PDF button, provided the After sending the email, attach PDF to the invoice checkbox is selected.

Aftersentattach.jpg

  • A PDF can also be attached by clicking Attach PDF to Invoice without sending the invoice.

Attachwosent.jpg

Summary

The absence of a PDF under Notes & Attachments for automatically sent recurring invoices does not indicate an issue. It is the expected behavior for invoices generated and sent through the recurring invoice process.

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