Business and document management
Opening PDFs and ZIPs, large attachments and access to invoices shared by link.
The PDF link works for you but your accountant cannot access it. Check the recipient account, file sharing and company restrictions. Use the message template to ask for help.
What to do when invoice PDFs exceed Gmail’s limit. Identify whether one file or the whole batch is too large, then send every original with a clear file list.
How to unzip invoices on Windows and Mac, check each PDF and spot missing documents. Includes a folder example and a message to your supplier.
Your invoice attachment has arrived, but your accountant cannot read it. Find out what to try when the preview fails or a password is required, and how to ask the supplier for a readable copy.
With online services, the document may be waiting in your customer account. How to find the right place, organisation and period, without rediscovering it every month.
Checklists, templates and files from published articles. Choose a resource for the task at hand.
Your accountant cannot open an invoice on Google Drive. How to fix access
TemplateInvoice PDFs too large for Gmail: send several emails or a link?
TemplateInvoices arrived in a ZIP file. How to prepare them for your accountant
TemplateThe invoice arrived, but the PDF will not open. What should you send your accountant?