Accounting Ideas

Attachments to invoices - ability to attach pdf files as well as links

A new client does not accept links to supporting documentation, only pdf attachments which are not possible in Sage. Neither do they accept 2 emails, one with the pdf invoice created and sent automatically and the second with the supporting documentation. This creates a very clunky process for me. Can you add this functionality please?

  • Guest
  • Dec 9 2021
  • One For The Future
  • Attach files
  • Guest commented
    5 Jan 04:45pm

    We would also like to have the ability to attach more PDF files to all invoices, without having to send them manually every time we create an invoice.