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.

Attachments to Invoices Merged

We have recently updated our T&C's and would like to include within our invoices. Currently, the only way to do this, is to attach a PDF of the T&C's to each invoice (due to the length of the T&C's)

Is it possible for Sage to add this as a feature within the Business Settings / Document Preferences tab. So the user can up load the PDF document once and for it to be attached to all new invoices going forward and visible to the recipient.

Thereby simplifying the process for the user and removing the risk of the user forgetting to attach said PDF to each individual invoice.

Of course other Sage Users might wish to have other regular documents attached to their invoices, so it could benefit others.

  • Guest
  • Oct 12 2022
  • Great Ideas Delivered
  • Jul 20, 2023

    Admin response

    Hello All,

    We are happy to tell you this has now been delivered!

    For more information please look out for the 'What's New' In-Product message which will outline what has been released and how to take advantage of this functionality.

    Kind regards

    Sage Accounting Team