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Sending invoice and documents

  • April 7, 2022
  • 3 replies
  • 357 views
S
Freshman I

Is it possible to send Invoices and documents in one email without dragging and dropping attachments?

Best answer by Kandy Beatty

@kbeatty21 yes the invoices screen but its not multi invoices, it is stuff under the files tab, currently we have to manually drag them into the email and it sends 2 attachments. I am trying to see if there is a way that it auto pulls the files into the email

Currently it does not appear to be another way. Drag and drop is the only one I have found as well. 

    3 replies

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+18
    • Kandy Beatty
    • Captain II
    • April 8, 2022

    Hi @swarr18 

    Are you sending from the Invoices screen? If you are then you can only send one email at a time. 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    S
    Freshman I
    • swarr18
    • Author
    • Freshman I
    • April 8, 2022

    @kbeatty21 yes the invoices screen but its not multi invoices, it is stuff under the files tab, currently we have to manually drag them into the email and it sends 2 attachments. I am trying to see if there is a way that it auto pulls the files into the email

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+18
    • Kandy Beatty
    • Captain II
    • Answer
    • April 8, 2022

    @kbeatty21 yes the invoices screen but its not multi invoices, it is stuff under the files tab, currently we have to manually drag them into the email and it sends 2 attachments. I am trying to see if there is a way that it auto pulls the files into the email

    Currently it does not appear to be another way. Drag and drop is the only one I have found as well. 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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