Introduction

In the event that FBO One is used to send invoices by email the system will send the invoice and any supporting documents as individual documents. The illustration below exhibits an email comprising one invoice and three supplementary attachments (supporting documents).

In some scenarios, such as customer preference, there may be a requirement to merge PDF based supporting documents into a single PDF document rather than multiple attachments.

FBO One permits this 'single document' logic on a per customer basis.

Review the default setting

This is the process of indentifying and possibly modifying the default configuration.

• Using the menu search box navigate to the back office Administrations page.
• Indentify the correct administration and select 'Edit'

• Locate setting ‘Allow merging of invoice and supporting docs into 1 PDF’. (Approximately half way down the page)
  

Overriding the default setting on a per debtor basis

The default configuration can be modified on an individual Debtor basis. If the default setting is to send all supporting documents as separate files, but a specific client prefers to have all supporting documents included in the Invoice pdf file, this preference can be overridden.

• Use the global search to locate the debtor profile page
• Select 'Edit'
  
• Locate the 'Allow merging of invoice and supporting docs into 1 PDF' setting (located in the ‘Accounting’ section towards the bottom part of the page).
• Set the required value and be sure to save your work.
  

Good to know:
Only PDF attachments can be merged into the invoice PDF. Attachments in any other formats such as jpeg, png, docx and xlsx will be attached as seperate documents.