Overview 

If you are sending an invoice or other PDF document via email and the PDF file is not attached, follow the troubleshooting steps below to identify and resolve the issue.

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Troubleshooting 1: Change the Default Mail Server

If your default mail server is not set to Moon Mail Server, change it to Moon Mail Server and then try sending the email again.

Steps to Change the Default Mail Server

Step 1: Open App Settings

1. Open the Moon Invoice app.
2. Go to Settings → App Settings.

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Step 2: Select Moon Mail Server

1. Click General
2. Locate the Default Mail option.
3. Select Moon Mail Server from the dropdown list.
4. Click Save.

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Expected Result

The default mail server is set to Moon Mail Server, and PDF attachments should be included when sending emails.

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Troubleshooting 2: Check the <pdf_file> Tag in the Email Template

If the <pdf_file> tag is missing from the email template, the PDF document will not be attached to the email.

Steps to check and add the <pdf_file> Tag

Step 1: Open Email Templates

1. Open the Moon Invoice app.
2. Go to Companies.
3. Click Email Templates.

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Step 2: Select the Required Module

1. Open the module for which the PDF is not being attached.

• Invoice 
• Estimate
• Proforma Invoice 
• Sales Receipt
• Delivery Challan
• Credit Note
• Purchase Order
• Bill
• Payment Reminder
• Or any other applicable module

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Step 3: Check the <pdf_file> Tag

1. Review the email template body.
2. Verify that the <pdf_file> tag is included in the template.
3. If the tag is missing, add <pdf_file> to the email template.
4. Click Save. 

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Expected Result

The email template contains the <pdf_file> tag, allowing the PDF document to be automatically attached when sending emails.

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Contact Support

If the issue persists after completing the above troubleshooting steps, please contact the Moon Invoice Support Team through:

• Chat Support

Our support team will help you further investigate and resolve the issue.

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Summary

If the PDF file is not attached to an email:

1. Verify that Moon Mail Server is selected as the default mail server.
2. Verify that the <pdf_file> tag is present in the email template.
3. Save the changes and try sending the email again.
4. Contact support if it continues.

Expected Outcome

After completing these troubleshooting steps, PDF documents should be attached successfully when sending emails from Moon Invoice.