Hi, I have a requirement to upload a custom invoice pdf to the invoice transaction and should be able to send it to the customer. Can you please share your ideas on this? I was thinking of using the standard file upload under the communication tab and create a workflow button to send it to the customer. But, I am not sure if it is feasible. I appreciate your immediate response on this!

The problem with the communication > files tab is that you can have more than one file on there.

True. Then, using the email function from the Messages is the better option or any other ideas?

you will not be able to achieve that via workflow if you are putting the file in communication subtab -> Files there are two approaches, use a document field on the body and upload the pdf there then it will be easily sendable via workflow another approach will be a short cut and time consuming, if the user stick to attach file under coomunication subtab -> files, then you will have to go via suitescript, with suitescript search for the file attach to invoice, there can be multiple files (how u will identify? if u can use OCR then it will be easy otherwise give standard prefixes to every file upload and filter the files with that unique prefix such as document number etc), once you find use N/email library to send that file via email Let me know if u have questions

Thank you so much for the two solutions @Muhammad Kamran. I am inclined towards the workflow approach. I will try this let me know if I have additional questions. Thanks again 🙏

You are most welcome 🙂