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Hoa to add attached files to an invoice for emailing

  • 1 July 2021
  • 4 replies
  • 181 views

Where an invoice has attached files, is there a way in which we can add these attachments to the invoice form in report designer? I see from previous discussions that the use of a sub report might work, but where does one find the schema for the attached files and how does the linking work?

4 replies

Userlevel 1

We were looking for the same features.  I believe there is an existing Acumatica supported customization project for this functionality (for a setup and maintenance fee) but it would be great to have it out of the box.

I am looking to add files to invoices for emailing and wondering where I may be able to find this customization that you mention.  

What is the customization? 

@suemackeown13   Can you advise of this Customization from Acumatica?  I have requested in the past to Professional Services and they did not have.  I am only seeing Customization for Project Billing but not seeing a customization w/out project billing. 

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