Customer/Supplier Attachments

It would be useful to have an "attachment" feature for customers and suppliers so that credit application forms, insurance documents etc can be kept with their activity page.

Guest
Jun 14 2023
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Guest commented

November 15, 2023 13:35

This would be really helpful - it's good to be able to attach additional paperwork to an individual invoice, but just like in Sage 50, it would be even better to be able to attach paperwork to supplier and customer accounts for more generic information.

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File attachment on Customer Merged

I would like to attach Account application to Customers, so i don't have a hard copy

Created 13 Jun 12:29

Ledger Management

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Customer/Supplier Attachments Merged

looking at the VAT reverse charge, it would be useful to attach the VAT check HMRC Confirmation or the Confirmation of end user letters to the customers main information page.

Created 11 Mar 15:00

Sales

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Customer/Supplier Attachments

File attachment on Customer Merged

Customer/Supplier Attachments Merged

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Customer/Supplier Attachments

Attachments Open full size

File attachment on Customer Merged

Customer/Supplier Attachments Merged

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