Is it currently possible to attach orignal PDF of works orders to the invoices either assigning it on main invoicing screen when emailing?
Hi @pelican
You could attach a PDF to an invoice using the document list at the bottom of the invoice:
These show up on their control panel if they log in as well as the web view of an invoice. But, on top of that, we also include a list of these files in the emails sent out too, similar to the below:
There’s more information on that below:
I hope that helps?
it lists all the stored documents?
It will list the files attached to that specific invoice or estimate. So as long as they’re attached, they’ll be listed