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Setting Email Options

Table of Contents

Overview #

The Email Options section, of the WooCommerce PDF Invoicing & Packing plugin, allows you to select actions based on which you want to attach documents to emails.

It allows you to attach a single document, such as a PDF invoice or a PDF packing slip, to be attached to multiple emails. Although, you must ensure that the document you want to attach is created before the email. In other words, if you want to attach an invoice to a new order email, then the invoice must also be created when the order is created and not when the order is completed.

Booster will automatically add all emails to the list, including custom emails created with Booster’s Custom Emails plugin or any other custom emails created with an external plugin.

The Email Options section also allows you to select the WooCommerce Payment gateways that you want to include while attaching the document to an email. For example, you can opt to attach proforma invoices for direct bank transfer gateways only.

1. Navigate to WordPress Dashboard > WooCommerce > Settings > Booster > PDF INVOICING & PACKING SLIPS > Email Options.

The Email Options page will be displayed.

2. Select the email(s) for which you want to attach the document from the Attach PDF to emails dropdown list.

3. Select the gateway(s) that you want to include when attaching the document to the email from the Payment gateways to include dropdown list.

4. Repeat steps 2 and 3 for all the document types for which you want to set email options.

5. Click Save changes.

The email options will be set.

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