DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Attachments on invoices


#1

Hi, I’d like to request the ability to add attachments to invoices and purchase orders. For example, every repair I do, I get the customer to fill out a service form. I would then be able to scan and attach the service order form to the invoice. This way, if I went back and looked at the invoice on Manager, I’d be able to quickly and easily see the service form.


Purchase Invoices and Reference field
#2

It’s apparently in the pipeline. I’m keen on this feature as well.
See Creating Reference Links to Sales Quotes


#3

Yes, attachments feature will be released before end of this month.


#4

Is this feature close to release?
One of our contracts is a government contract which requires each customer to sign a form after job completion which is then attached to the email along with our invoice. Currently we are emailing ourselves the invoice first so we can send the 2 pdf’s together.