Attach Files to Invoice
We have added a new feature to attach files to an invoice when it is emailed from the Command Center.
Now, when you click to email an invoice from the Command Center, there will be an additional button - Attach File. Click this button and the software will pull all files currently listed in the "Upload File" table of the customer record. Any of these files can be attached to the invoice.
In addition, new files can be added at this time. When a file is added via this popup, the file will also save to the customer record.
The same file restrictions apply.
Comments
0 comments
Please sign in to leave a comment.