Upload invoice

Hi @geobaraservice!

Are you using WooCommerce orders, and WooSync module by chance? If so, you’ll want to make sure that “Create Invoices from WooCommerce Orders” setting is disabled in Jetpack CRM > CRM Settings > WooSync.

You may add PDF invoice as additional file attachment in the Invoice Editor:

I hope that helps! Let us know if you have any other questions.

Hi @geobaraservice,

It’s likely that you didn’t add .pdf in acceptable file types under Jetpack CRM settings. To check, navigate to WP-admin > Jetpack CRM > CRM Settings > General. From there, scroll all the way down to “File Attachment Settings” and make sure .pdf is enabled, like this:

I hope that helps! Let us know how that goes.

Hi @geobaraservice,

Since the Jetpack CRM settings are not causing the issue with file restrictions, it’s possible that your server is configured to limit file types. You can read about how to configure file upload settings for WordPress in wp-config here:

https://developer.ww.wp.xz.cn/apis/wp-config-php/#override-of-default-file-permissions

https://kinsta.com/knowledgebase/sorry-this-file-type-is-not-permitted-for-security-reasons/

If you’re not sure about how to configure this, your host or a web developer should be able to help. Please note, help with configuring your server is beyond the scope of our support.

If I upload the invoice from an external source, how can I link that invoice to a corresponding transaction and that invoice can be sent to the customer’s email upon completion of the order?

As far as linking an invoice to a corresponding transaction, you can assign a transaction to a Jetpack CRM Invoice. To do that, you’ll first have to assign the transaction to a Jetpack CRM contact, then you can choose from invoices of the Contact to assign the transaction to:

Then, you can send the corresponding invoice to the user.