Accounting Ideas

Sales invoice attachments in the body of the email

Several of my Clients will not click on the blue 'view my invoice' icon when they receive their sales invoices for fear of computer hacks or because their company security software blocks them from doing this. The invoice is easy to see as it comes as an attachment for them but I am constantly receiving requests to re-send the attachments

  • Guest
  • Jun 20 2023
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  • Guest commented
    June 23, 2023 14:41

    I agree, this would be useful. I also think it should apply to quotes and estimates, as I have found that I have had no reference to these when receiving an email of acceptance.

  • Guest commented
    June 20, 2023 21:20

    totally agree with this, we need to send job sheets along with invoices and it would be great if the attachment showed up like the invoice does