Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-19 Attachments on sales invoices.

Attach documents to sales invoices Merged

We have to send Tenants Rights with invoices and would like to attach the document to the invoice and then email from the Save and Email tab to save time as you can in xero.

  • Guest
  • Jun 11 2020
  • Great Ideas Delivered
Sales
  • Admin
    Jaime Rein commented
    September 24, 2020 14:59

    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

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    Attachments Open full size

  • Guest commented
    September 21, 2020 18:16

    This is a great idea. I have clients in the construction industry who often
    need to attach a schedule of works to the sales invoice. Would be
    beneficial to attach & send directly via software.

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    Attachments Open full size

  • Guest commented
    September 15, 2020 12:56

    This would be great, we have to supply Proof of Delivery with our invoices and I have to send it separately at the moment.

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    Attachments Open full size

  • Guest commented
    June 28, 2020 23:10

    This would be really beneficial for our clients. We have occasions when we have to send a copy of time sheets or a list of expenses/material.

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    Attachments Open full size

  • Admin
    Jaime Rein commented
    June 12, 2020 11:34

    Hello, this is a great suggestion. We are currently working on this feature and notify you as soon as it is available in product.

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    Attachments Open full size

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