Attach PDF for invoices - ticked by default

sure thing - am aware of this - the subtle difference between email and a client control panel is between push and pull behaviours. I don't trust my clients - usually agents - to really be responsive to a pull based used case. Would be good to hear your assurances to the contrary and based on usage analytics you may have. To me, the push of necessary documents via email is not really negotiable so will rely on gmail / google drive to get things sorted