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

Idea suggested by Dave Gibbs 2 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?

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

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