When sending invoices can there be an option to attach a file automatically. It would be good if the invoices can get sent with the insurances attached automatically.
Hi Gabi1277,
Automating insurance documents with invoices would definitely be a great time-saver and help make sure nothing is missed. At the moment, there's no permanent setting to automatically attach a PDF to every email, so you’ll need to manually select the document for each invoice. If you’d like to see this added in a future update, I’d recommend posting the idea on our Ideas Board so other users can vote and show their support.
Cheers,
Princess
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