Accounting Ideas

Attachments on sales invoices

I'd like to add an attachment to a sales invoice, then send both the invoice and the attachment to the customer (We have to send time sheets with our invoices.)
Alternatively, I might just want to attach a document but choose not to send it - just keep it as a record.

  • Guest
  • Nov 23 2019
  • Great Ideas Delivered
  • Attach files
  • Guest commented
    24 Sep, 2020 08:14pm

    Thanks Jaime. Can I suggest the attachments be included in the e-mail just as the invoice is?

  • Admin
    Jaime Rein commented
    24 Sep, 2020 07:55pm

    Hi Luc, In the email select the blue button in the email body that says "View Invoice", the attachments are within the invoice . There are not in the traditional location of an email attachment, but in the hosted invoice.

    Thanks for testing!

    Jaime Rein

  • Guest commented
    24 Sep, 2020 04:59pm

    I tested the functionality. I can attach files to an invoice but they do not attach to the e-mail sent to the client afterwards.

  • Admin
    Jaime Rein commented
    24 Sep, 2020 02:58pm

    Thank you all for your great idea requests. I am happy to report that today attachments has gone live in product. You can now add attachments to sales invoices, sales credit notes, quote and estimates. You also have the ability to select which attachments are visible to your customers. For more information on attachments : Help Link.

    Thank you,

    Sage Accounting Product Team

  • Guest commented
    24 Sep, 2020 12:35pm

    Great idea to be able to attach a document or picture to invoice for customers use, not just for the user. Adding certificates etc.

  • Guest commented
    22 Sep, 2020 03:06pm

    This would be a great feature to have

  • Guest commented
    12 Aug, 2020 09:21am

    When is this feature due to be released?

  • Guest commented
    15 Jul, 2020 11:24am

    Any idea when this Might go live?

  • Guest commented
    11 May, 2020 08:52pm

    Sooner rather than later would be good please :-) thank you