Question

Attaching files to a Customer Invoice

  • 5 April 2024
  • 1 reply
  • 26 views
D
Rank

Is there a simple way to attach documents from the Invoice to the email we send to the Customer?  Currently, this is a separate step, and I am looking for a simple automation for this.

 

1 reply

manikantad18
Rank
Userlevel 7
Badge +12

Hi @dmeseth 

We dont have an option at this moment,and required customization.

 

Acumatica Functional Consultant

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