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TOPIC: download link invoices to the customer

download link invoices to the customer 1 year 1 week ago #44040

  • scansione
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Hello
It is possible when you create an invoice or quote or other send an email to the customer with a link to download the document created without login to the portal?
thank you
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download link invoices to the customer 1 year 1 week ago #44087

  • urdhvatech
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Hello,

It can be achieved via entryPoint and custom download functionality. but for that you need to have knowledge of PHP.
Thanks & Regards,
Team Urdhva Tech
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Skype : urdhvatech

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download link invoices to the customer 1 year 6 days ago #44099

  • scansione
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using this guide. does not work
There are other info to use?

support.sugarcrm.com/Documentation/Sugar...Custom_Entry_Points/
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download link invoices to the customer 1 year 6 days ago #44100

  • urdhvatech
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Not only entryPoint, you also need to create custom download script with additional info like id of the invoice or quote and logic to write generate PDF etc...
Thanks & Regards,
Team Urdhva Tech
Web : www.urdhva-tech.com
Skype : urdhvatech

- Official code partner
- Official Integration partner
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download link invoices to the customer 1 year 6 days ago #44102

  • scansione
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so it is a complicated way to be completed
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download link invoices to the customer 1 month 3 weeks ago #57407

  • mirkococco
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It would be great to find a way where in we could send the invoice by mail with a link to download the invoice as a pdf, does anyone know how?
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download link invoices to the customer 1 month 3 weeks ago #57411

  • pgr
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I'm not sure because I never used it, but maybe this is possible.

I know that SuiteCRM already has a mechanism where it copies files into the "Public" directory, which is exactly for this purpose, for people to be able to use a link to see a file in the SuiteCRM system without logging in.

But I am not sure where you go to create this. Maybe it's as simple as adding an attachment to a campaign and sending.

I believe that images in Campaign emails are used with this system: the image is copies into the public directory, and a link is sent in the email.
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download link invoices to the customer 1 week 15 hours ago #59881

  • John - EZS
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I'd be very interested in this as well.

I'm looking for a mechanism to automatically send an email (via workflow/logichook) that either has an automatically-created PDF (from pdf-template) attached and/or includes a link to a public download of the respective PDF.

Or this could be triggered by a SuiteCRM user instead of via workflow. But I'm looking for ways to further automate the creation of PDFs and sending these via mail to customers (with email templates).
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