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arron1
October 4, 2019
Solved

Can you attach a document when sending an invoice?

  • October 4, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by JamesC

Hello JP512,

 

You are not able to Attach items to be sent along with the invoices to the customer. The workaround for this would be to Export the Invoice to PDF using the Print/Preview button and downloading the invoice and saving it.

 

You'd then have to send this email manually to the customer, and attach the attachment to your email sent outside of the product.

 

This is something that's worthwhile feeding back directly to our development team, and is done using the Cog Wheel - Feedback.

1 reply

G
GeorgiaC
October 4, 2019

Hi arron1, 

 

 

You are able to attach files up to 25 MB - simply open the invoice and scroll to 'Attachments' the drag/and drop or browse the file to attach.

 

 

Thanks

J
JP512
October 17, 2019

Yes, but when you send the invoice to the customer the attachment does not also get sent to the customer, only the invoice.  How do you get BOTH the invoice AND the attachment to be emailed to the customer?

Janice Pingar

JamesC
JamesCAnswer
October 17, 2019

Hello JP512,

 

You are not able to Attach items to be sent along with the invoices to the customer. The workaround for this would be to Export the Invoice to PDF using the Print/Preview button and downloading the invoice and saving it.

 

You'd then have to send this email manually to the customer, and attach the attachment to your email sent outside of the product.

 

This is something that's worthwhile feeding back directly to our development team, and is done using the Cog Wheel - Feedback.

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