Option to select documents attached to invoices at invoice creation level when sending to clients

Idea suggested by Dave Gibbs 7 years ago

It be highly useful to us if the documents we attached to the invoice at invoice creation level could also be attached when sending the invoice? possibly with a toggle feature to attach/ not attach those docs and the ability to also attach additional docs?

email
emails
invoices
Attachments
attachment
Write reply1
Pledged amount Pledged: £0

Number of backers: 0

Back this project

1 Reply

Hi Dave,

Thank you for the suggestion - I will pass this onto our developers to review. Also, we do have a global email attachments setting which may be of use and can be found in Contacts > Emails > Email Attachments. Any attachments here will be included in all future sales invoice, reminder and quote e-mails.

Tommy

7 years ago

Reply to this idea

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are

Apps

Company

Social