Forum Discussion

toofless's avatar
toofless
Experienced User
4 years ago
Solved

Attaching documents to Sales Invoices

I would like to be able to attach documents to my Sales Invoices.  I do NOT run the Job numbers, as I am trying to keep things simple. Attaching documents direct from the Intray would make things a ...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi toofless 


    Currently, AccountRight allows the user to attach documents to card records, Spend Money, and Bill transactions. In the current software version, users cannot attach documents to sales-based transactions. To my knowledge, this is not a feature that we are currently looking into, it may be something that is considered in the future, we've just not considering it at this time.

Steven_M's avatar
Steven_M
Former Staff

Hi toofless 


Currently, AccountRight allows the user to attach documents to card records, Spend Money, and Bill transactions. In the current software version, users cannot attach documents to sales-based transactions. To my knowledge, this is not a feature that we are currently looking into, it may be something that is considered in the future, we've just not considering it at this time.

Formula2016's avatar
Formula2016
User
4 years ago

I think this would be a great option. We would like to attach signed copies of documents from clients as proof when goods are picked up from store.