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Attaching files to a Customer Invoice

  • April 5, 2024
  • 1 reply
  • 79 views
D
Freshman I

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.

 

Best answer by Manikanta Dhulipudi

Hi @dmeseth 

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

 

    1 reply

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+15

    Hi @dmeseth 

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

     

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