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How to Add Attachments Links to an Invoice

How to Add Attachments Links to an Invoice

Owned by Michelle Cabaya (Unlicensed)
May 13, 2022

Emailed invoices can include links to download attachments for on demand orders on the invoice.

Step-by-step guide

Create a new invoice format or edit the one you would like to use. See Invoice Formats - New / Edit Invoice Format.

  1. Go to the Options tab.

  2. Check box next to "Show Attachment Links for On-Demand Orders." 

  3. Enter the Attachment Link URL. 
    • For Cloud customers, enter "https://{CXTID}.cxtsoftware.net/SwitchAccount.asp" where {CXTID} is your CXT ID.

    • For on-premise customers, enter "https://127.0.0.1/SwitchAccount.asp". 

      If your X Dispatch setup uses multiple servers or a non-standard configuration, the url 127.0.0.1 may need to be modified.

  4. Check that the fields in the Email Options tab is set up.