Hi, did I read somewhere that you can add files to the client area, like contracts or new terms etc
Regards
Gary
Hi, did I read somewhere that you can add files to the client area, like contracts or new terms etc
Regards
Gary
Hi @Gary_Newall
Files can now be added to clients (rather than just invoices), but unlike the files attached to an invoice, they aren’t visible to the client. It’s more for your own records.
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