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:
A discussion popped up here that I felt was worthy of it’s own thread.
We have just introduced a new email token @AttachedFileList@. You can apply this token in your default email templates for new invoices and estimates.
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When you send an invoice/estimate by email QuickFile will look to see if you have attached any files to this item and output a file list accordingly (including notes).
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This will enable you to ensure that any supporting documents for an invoice or estimate a…
I hope that helps?
