I suggest you ...

easier attaching of files to invoices being sent

When i create invoices for many of our customers, they require additional paperwork that is not part of QB (ie Excel spreadsheets) which I attach and store in QB as a pdf file. I also have to send this to the customer when emailing out the invoices. Both steps need to be manually done. It would be an enhancement if at the time of attaching the pdf file to the invoice, the user could select if it is also to be sent out with the invoice.

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Erwin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Erwin commented  ·   ·  Flag as inappropriate

    By the way, this was suggested back in the spring of 2018 QB ticket #684945652

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