How to test invoice emails and PDF attachments

1. 1
   Create a customer record in your test environment with a synthetic company name and a DemoPost address such as yourapp+invoice@in.demopost.net.
2. 2
   Give it the ingredients that break things: a discount line, a VAT rate, a non-round amount and a long company name.
3. 3
   Generate the invoice through your application, exactly as an operator would.
4. 4
   Open the received message in DemoPost and preview or download the attached PDF.

Recipient and reference

• The message arrived at the billing address of the correct test customer, including the reference after the plus sign.
• Only one copy was sent; regenerating the invoice did not fan out duplicates.
• Any BCC or accounting copy behaves as configured for that environment.

Subject and body

• The subject contains the invoice number in the format your customers expect.
• Company name, contact name and address in the body match the record.
• The due date and payment term are consistent with the terms on the document.
• No placeholder text, untranslated keys or empty merge fields.

Document

• The PDF is attached, opens without a warning and has a recognisable filename.
• The invoice number on the document equals the one in the subject and body.
• Line items, subtotal, VAT rate and total add up, and the currency is correct.
• Rounding is consistent between the body of the email and the document.
• The file stays within the 10 MB per-attachment limit of your plan.

Links

• The payment link points at the correct environment and the correct invoice.
• A “view online” link resolves for the intended user and not for an unrelated one.
• Links still work after a second run of the flow.