Is there a way to have a “generic” attachment that goes out with every sales order or invoice?
More specifically, we would like to include ACH and Wire information every time we send our customers a sales order or invoice. I would rather this be an attached document than in the body of the email. Is it possible to have a document that is always attached every time a sales order or invoice is sent?
Best answer by nickcerri32
Attaching files from Invoice and Memos screen to Email Activity screen | Community
This posts links to an idea post about including the attached files
Email invoice attachment | Community
Idea post » When emailing an invoice automatically attach all attached files | Community
+13If you’re using email templates to send the invoices / sales orders - have you looked at using the “Attached Reports” tab of the email template? I haven’t tried this specifically but could work.
The other option is to embed the bank info as a subreport into the invoice/sales order template. This can require a bit of tweaking to get the page size/layouts to work but I’ve done that before to insert form letters when companies have moved / changed banking info before.
+6
Attaching files from Invoice and Memos screen to Email Activity screen | Community
This posts links to an idea post about including the attached files
Email invoice attachment | Community
Idea post » When emailing an invoice automatically attach all attached files | Community
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