Forum Discussion

LeeNoble's avatar
LeeNoble
Qrew Trainee
9 years ago

Creating Invoices as Attachments to Emails from Quickbase - Is it Possible?

We are interested in sending invoices to our customers from Quickbase.  Our thought is to attach an already created invoice to an individual QB record.   We would use a Quickbase notification to send ...
MCFNeil's avatar
MCFNeil
Qrew Captain
9 years ago
You can do all of this, with one caveat.  QuickBase does not allow you to send the actual file attachment.
But, you can send a link in the email that once clicked it will automatically download said attachment.

Do you already have the table set up?  
Do you already have a way to create the invoice file? or are you using an outside system, then just attaching?

I can help walk you through this, but I need to know where you are so far so I don't duplicate details.