Hello,
Using the desktop app, can I attach a docket to an invoice? Or once I've attached the docket during the email of the invoice process can I go back and look at the attachments that belong with the invoice?
Hey @SiobhanRigsafe
Some exciting news! We’ve taken your feedback onboard and are working to release attachments on sales transactions. We'd love for you to be part of our EAP for this feature. If you're interested, please fill out this form! If selected, you'll have the opportunity to test it out and give feedback to help us deliver the best product experience.
If Im using the online version can I change the invoice layout?
Hi @SiobhanRigsafe,
Thank you for your post. I'd like to extend you a warm welcome to the Community forum. I hope you find it a great source of information.
In AccountRight's desktop app, attaching dockets directly to an invoice isn't supported. However, during the email process, you can attach screenshots, but these won't display on the invoice itself. This feature is currently under consideration by our development team. Our team is continuously working to enhance the user experience and provide more streamlined functionalities.
Alternatively, if you're using the web browser version, you can attach a document directly to the invoice. Then, when emailing invoices, you need to attach the document again. Afterward, when you revisit the invoice, you'll find the attached documents in the attachments section.
Please feel free to reach out if you have any concerns in the future. I'm here to help.
Cheers,
Princess
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