a. Yes, you can upload a PDF version of the invoice directly within TermSync. First, open the invoice you wish to upload the PDF to in TermSync. An invoice can be found by clicking Invoices and selecting Invoice Listing. Then select the appropriate invoice by clicking on the highlighted Invoice number, which will take you to the Invoice Details screen. Click on Upload PDF in the Available Actions section. Click browse to find the PDF file you wish to upload. Once you have found the file, click Upload File.
b. The customer will receive an email notification letting them know that you uploaded a copy of the invoice for them.