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.
It’s apparently in the pipeline. I’m keen on this feature as well.
See Creating Reference Links to Sales Quotes
Yes, attachments feature will be released before end of this month.
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.