Attaching documents to Sales Invoices

toofless
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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 lot easier - items such as Certifcates of Compliance and receipts of odd materials would be useful for future reference.  

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Steven_M
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Re: Attaching documents to Sales Invoices

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.

Kind regards,
Steven

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toofless
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Re: Attaching documents to Sales Invoices

Ok, thanks for the reply.....consider my questoion a request for this to be brought up in the near future.  My friend says he can do that in Xero.   I don't want to change just because of that feature.  Smiley Frustrated

Formula2016
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Re: Attaching documents to Sales Invoices

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. 

Margriet
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Re: Attaching documents to Sales Invoices

As we frequently send out invoices to pass on costs incurred, it would be good to be able to attach documents so there will be a (non-paper) trail.

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