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MSB1's avatar
MSB1
User
2 months ago

Expense attachments to customer invoice

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. 

  • MSB1's avatar
    MSB1
    2 months ago

    Thank You. I appreciate the prompt response. 

     

2 Replies

  • 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

     

    • MSB1's avatar
      MSB1
      User

      Thank You. I appreciate the prompt response.