Can't link a document to a recurring bill transaction

[jlyall]

Hi Caitlin, apologies I saw your post yesterday but didn't get a chance to respond.  I have not seen any update but have spotted a potential work around which I am trialling today and should know the result tomorrow.  I had a similar problem with a really old open bill that I wanted to link an invoice to and gave me the same issue as a recurring bill in that it would not link from the in tray.  I picked up and dragged the invoice from my emails across to the attachments box within the bill and voile it worked and saved.  I will keep you posted how my recurring bill test goes.   

[jlyall]

It works.  Test complete.  I created a recurring bill and successfully attached the invoice by using the attachments area rather than the in tray.  Refer to my earlier post for instructions.  

[CaitlinR]

Looking good from my end too. Will set up some new recurring bills and double check, but my test worked too.

[KathK]

Yes!  It worked for me too. Create the recurring bill and drag the PDF invoice to the attachments area at the bottom of the page.  Rather than going to in tray and link document to exiting bill.  Well done team. Great solution.