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Suzanne_AUS's avatar
Suzanne_AUS
Contributing User
3 years ago

Revenue invoices with Attachments

Hello,

 

Are we able to attach a pdf document when creating a sales invoice?

 

2 Replies

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  • Hi Suzanne_AUS 

     

    AccountRight will only allow for the user to attach external documents to the source transaction for Bills and Spend Money or banking transactions (with the browser interface). 

    Currently, the system doesn't allow for those external documents to be attached to sale-based transactions.

  • Hey Suzanne_AUS​ 

    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.