Hi. How do I add expense receipts to a customer invoice? I assumed the attachment panel when creating an invoice was for this purpose. Evidently it isn't. Seems it would be a useful add on.
Thank You. I appreciate the prompt response.
Hi MSB1
Adding expense receipts to a customer invoice is definitely possible! When you're on the email screen, you can attach any necessary documents right there. Once you've done that, just head back to the sales invoice screen. From there, you can attach the document again to ensure it's saved with the invoice. This way, you'll have a record of what was attached to the email that was sent. I hope this helps! If you need any more assistance, feel free to reach out.
Cheers,
Princess
Thank You. I appreciate the prompt response.
