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
  • Admin
    Jaime Rein commented
    24 Sep, 2020 02:59pm

    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
    21 Sep, 2020 06:16pm

    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.

  • Guest commented
    15 Sep, 2020 12:56pm

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

  • Guest commented
    28 Jun, 2020 11:10pm

    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.

  • Admin
    Jaime Rein commented
    12 Jun, 2020 11:34am

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