Chellie22051's avatar
Chellie22051
Experienced User
1 year ago
Status:
Done

Attach document to Sales Invoice/Quotes

the ability to attached a docket or document to a Sales invoice prior to emailing it would be beneficial, saving alot of time as our customers would like copies of their dockets.

9 Comments

  • Absolutely awesome addition to the accounting package that if you use all the features available nearly encompasses all the features that the add on or linked software claim to include or help with.....please just add drawing files e.g. .dxf and .dwg as a minimum. This is a very standard industry file that would be very advantageous.   

  • Status changed:
    New
    to
    Done

    Hey everyone!

    Happy to announce this feature is now live! For more information and instructions to attach documents to your journal entries and sales invoices, check out this page.

  • This is a great idea, can't understand why it still has not been added since it seems to be a popular request and from what I can see has been requested from at least 8 years ago!  What is honestly taking so long!  I also requested the ability to use colour font on purchases and invoices, this was back in 2013!!!  Another idea that never seems to get actioned!  :(

  • Ryan-C's avatar
    Ryan-C
    Experienced Cover User
    9 months ago

    I requested this in 2018 - 2019. Be good to see some movement at the station

  • I agree - would love to be able to attach documents to Sales Invoices.

  • LPPM's avatar
    LPPM
    Contributing User
    11 months ago

    I agree, we would like to attach a signed delivery docket to a sales invoice. The purchase attachment option is great as all the document pertaining to that purchase are in one place. Please make this happen soon.. This feature is definatly needed in MYOB Accountright.

  • H-TS's avatar
    H-TS
    Trusted User
    1 year ago

    We can already attach one document when emailing an invoice (to be sent with the invoice) although not on the MYOB copy of the invoice. It would also be helpful to attach multiple documents to the email being sent.

  • Agree, also we need to have the attached files like in Purchase so we can upload relevant documents with invoice i.e agreement, SOW, PO. Very convenient while being audited.