I have a client (Not the one in my previous feature request) that has started to use ‘mypaperless.co.uk’
It’s a computerised service that opens emails, reads invoices and credit notes attached as a pdf then automatically imports the data into Sage. Unfortunately it’s AI can read an invoice.pdf but it can’t follow the link to the invoice in the portal.
In QF ‘Client Details’ there is the option to allow pdf’s to be attached to emails. What I would like is an additional option to always attach pdf’s to the clients details.