Is it possible to implement the system that when the client does a quote and attached images on the quote that the attachments also transfer over to the sales invoice if the client selects the “copy to - New sales invoice” option ? Same with the Order to a Quote etc.
Currently attachments do not copy using “Copy to” function. What kind of attachments require copying from quote to invoice?
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Sometimes the client adds the Machine’s working hours or pictures of the machine they are selling on the quote that they would like to have on the invoice as well.
Hi Nita. I don’t think this is a high in demand feature and most other accounting software does not have something similar. But always worth giving suggestions for future features to @lubos should the need arise from other users too.
its good thing, I often feel that its required to have attachments from one document to other, if there is posibility to add exhsiting attachment in any other documents, it will reduce duplicate upload files.
Example. If we need to upload payment/Receipt stub but its related to two invoices, I might want to use attachment, but I need ut 2 times at payment/receipt is attached with two invoices. Posibility of already uploaded attahment in other document (invoice, Quote, Journal entry. payment etc) will be helpful
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