Attach PDF files (e.g. Terms & Conditions) to documents

Tutorial: Automatically attach one-page or multi-page PDF files to all newly created documents. This way, terms and conditions or contract terms are no longer forgotten. Of course, you can also attach them manually.

Content 

  1. Define standard PDF file of a order category
  2. Result
  3. Manually attach a PDF file
  4. Good to know
Screenshot of the configuration of an order category with the PDF tab in CashCtrl

For certain orders, the same attachment must always be sent. For example, terms and conditions of service contracts, services of a subscription or further information about an offer.

So that these are not forgotten and do not have to be sent manually each time, it is worth using the integrated function of CashCtrl.

Schematic diagram of attaching a PDF attachment

1. Define default PDF file of an order category.

Open the settings of the desired order category via Configure in the order overview or via Settings Order categories.
Select the PDF tab and either drag and drop a file into the window or select one from the computer or the file manager.

Complete the process by clicking Save.

Screenshot of the order category Settings, where a PDF can be set as default attachment

2. Result

Now when a new invoice is created, the PDF file defined in the order category is automatically attached. The attachment can be manually adjusted or removed if necessary.

Screenshot of the document preview with PDF tab, where a PDF attachment can be added automatically via the order category settings.

3. Attach PDF manually

If you always attach different PDFs (for example plans of an individual piece of furniture or an electrical installation) it is useful to do this manually.

In the detail view of the document in the left area is the PDF tab. There you can drag and drop a PDF file or select it from the computer/file manager. That's it.

Screenshot of the document preview with PDF tab where a PDF attachment can be added manually.

Good to know

  • The attachment is always placed at the very end of the order document, i.e. after the payment slip.
  • General terms and conditions change at certain intervals and must be updated. However, a change to the category PDF has no effect on past documents/invoices. Once attached, PDF files remain linked to the document and do not change retroactively.