Btcakestudio's avatar
1 year ago
Status:
Delivered

Allow to attach files (images)

Allow to attach images to invoices

would upgrade the invoice progress allowing to attach an image of what the customer has ordered so you can go back and confirm if needed 

5 Comments

  • Hey Solmates, 

    Great news🎉 This is now a feature in Solo.

    You can now attach photos and files to your invoices, making it easier to include images of what your customer ordered, completed work, or any additional information you’d like to keep with the invoice.

    To add an attachment:

    1. Open the invoice in Solo.
    2. Tap Add attachment.
    3. Choose the attachment type:
      • From photos – select an existing photo.
      • From files – add a PDF or file.
      • Take photo – take a new photo directly.

    4. Review the attachments added and remove any that are not needed.
    5. Tap Done to save the attachments.

      Check out the support note here 

    Please note: attachments are only sent to customers when you email the invoice directly from the Solo app. If you send the invoice as a PDF or a link, the attachments will not be included.

    Thanks, 
    Hannah

  • I have noticed that when emailing invoices from the app, the invoice attaches to the bottom of the email. I was wondering if we could attach other documents as well. For instance, I have a Terms and Conditions document that I also need to send at time of invoice, and it would be lovely to attach it to the SOLO invoice email. Thank you.

     

    Comment moved from Add Other Documents To SOLO Invoices 📄 | MYOB Community 

  • Hey there Btcakestudio​ â€‹ 👋

     

    I dropped a comment on your other idea, but just wanted to thank you again for your suggestions here.

     

    Users can now comment and upvote your idea if they'd find value in your suggestion, and the more votes shown, the closer the idea gets to our tech team's roadmap. Let's make this happen! 💫