Attachments to Estimates and Invoices

I am struggling trying to attach ‘Existing’ documents/Receipts in the Estimate & Invoice screens, this button does however work on the purchase screens, i wish to attach certain expenses receipts as some clients require proof of the expense. I am using Safari as a browser bit as this works for Purchases i guess this is not the reason. any help would be appreciated.
I am able to attach by upload, i use the Iphone App to upload my receipts.

Am i missing something?

Are you getting any specific error message?

Also is the file format one of the following txt, pdf, csv, doc, docx, xls, xlsx, html, htm, jpg, jpeg, png, gif, tif, rtf.

The upload control on purchase invoices and sales invoices/estimates is now the same so not sure why one would work and the other fail?

I am clicking on the existing button as you would with purchases, the pop up sometimes comes up and if it does when you type no existing docs appear for you to select as they do in Purchases. it just doesnt behave in the same way.

Thanks for clarifying, we’ll take a look and get back to you.

We have located the problem and are putting in a fix right now.

This has now been fixed, thanks for letting us know!

Thats Premier division service!!!

Will give it a wirl. thanks

1 Like

Its Fine now, perfect

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