We have a few customers that require a transaction log of sorts be attached to invoices that are emailed. We have the ability to attach items to invoices but as far as I can tell, I can only include those attachments AFTER I send the initial invoice and then go back and reply and add the attachments. Am I missing something?
Once the Invoice is created you can add attachments right away, you won’t have to email the client first. You may need to hit the refresh button however as it won’t show the added attachment until the page is refreshed.
Thank you! As it turns out, this seems to be the part I was missing:
Ahh, then yes for that one because it’s part of the email function you can only send it while emailing. But you can add the item to attachments and it will appear there as an option there before emailing.