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Question about generated invoice PDFs

Posted on by Microsoft Employee

When emailing invoices a PDF is generated in an email. Is there a way to change the name of these generated PDF files in GP? I know in e-mail settings there is an option to change the subject of the email but there is no option for the name of the actual PDF file. I am using GP 2013 SP2.

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  • Laura Peters Profile Picture
    Laura Peters 505 on at
    RE: Question about generated invoice PDFs

    Hello JKatulka

    Are you using Exchange or MAPI to create your pdf?  I have a client that the pdf and xps have an * by them in the dropdown and they are on a desktop client which should allow for both MAPI and Exchange as well as all 4 doc types.  The pdf feature keeps erroring out saying you must save a document in pdf format, etc.

    Anything you can share would be greatly appreciated!

    Thank you!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Question about generated invoice PDFs

    Thanks for the response Victoria.

  • Verified answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    RE: Question about generated invoice PDFs

    There is no way to change these. :-( Would be a great product suggestion!

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