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How to email pictures that have been attached to an appointment with an appointment invoice

  • March 22, 2025
  • 1 reply
  • 48 views
G
Freshman I

Hello, 

Many of our customers require before and after pictures. Our technicians attach these pictures to an appointment.  When emailing the appointment invoice, there is no way to attached pictures or any other required documents with the invoice email.  We have to download the pictures and documents from Acumatica to our computer, and then copy them from our computer to the Acumatica-generated email as attachments.  It is very cumbersome and time consuming.  

Another option might be to imbed the pictures documents on the invoice document.  I have seen invoices from other software formats that allow for imbedding pictures and documents.  This option our preference.  This would allow us to see the pictures and documents when we open the invoice instead of having to go to the appointment for the pictures and documents. 

Does anyone have suggestions on how to include pictures with an invoice..either imbedded in the invoice or as an attachment?

Best, 

Gail

 

 

 

 

Best answer by vdiaz

Hello ​@Gail78 !

You can configure the service order type to copy the attachments to the invoice, then when the invoice is created from either the service order or the appointmentment, all files will be copied (therefore, the pictures).

 

Then, you can configure the invoice report or the email notification template to include the attachments, so the pictures will be attched to the invoice or email being sent to the customer.

You can read this response from another that explains how to include files to the invoice report or email template. 

 

Seems like people also use business events to add attachments to email templates.

 

Hope this helps!

Sorry for the late reply 

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    vdiaz
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    • vdiaz
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    • April 21, 2025

    Hello ​@Gail78 !

    You can configure the service order type to copy the attachments to the invoice, then when the invoice is created from either the service order or the appointmentment, all files will be copied (therefore, the pictures).

     

    Then, you can configure the invoice report or the email notification template to include the attachments, so the pictures will be attched to the invoice or email being sent to the customer.

    You can read this response from another that explains how to include files to the invoice report or email template. 

     

    Seems like people also use business events to add attachments to email templates.

     

    Hope this helps!

    Sorry for the late reply 

    Valentina
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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