Hi All,
probably a very silly question, however, I want users to be able to email Invoices as a PDF attachment to clients for payment through Creatio. Is there a simple one-step solution, other than generating a printable, saving the printable on the computer and then attaching it to an email?
Has anyone build a custom business process for this or is there a simple functionality that I'm missing?
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Hello,
Thank you for your question regarding sending invoices as PDF attachments to clients through Creatio. It’s a valid and common use case, and we’re happy to provide guidance.
To implement this functionality in a streamlined and automated way, we recommend creating a custom business process in Creatio using the following elements:
- Read Data – Use the Read data process element to retrieve the necessary invoice information.
- Generate File – Use the Process file element to create the invoice file.
- Send Email – Use the Send email element to attach and send the generated invoice to the client.
You can refer to this documentation for a detailed example of how the Process file element works:
🔗 Process file element – Creatio Academy
Additionally, to generate the invoice in PDF format, an external connector is required. We recommend using the AsposePDF connector available on the Creatio Marketplace:
🔗 AsposePDF Connector for Creatio
To trigger this process, you can either:
- Add a custom button to the Invoice section, or
- Configure a start signal to initiate the process automatically based on specific conditions (e.g., invoice status change).
Have a nice day!