With AND CO you can add attachments to invoices prior to sending the invoice to your client, this allows you to not only send your invoice but add any attachments you need to send to your client aswell! #twobirdswithonestone!
To add attachments to invoices you first need to create the invoice and you can view more on creating an invoice via this article: How Can I Create A Invoice
Once you have created your invoice, simply select the Next button to send it to your client.
Once you are in the "Compose Email" section before sending your invoice select the > Add Files To This Invoice Email option
You will then be prompted to select from files on your PC/Files folder to attach.
Once you have attached your file you will see it attached and a option to delete it as well by selecting the X option to delete.
Once you select to send the invoice along with any attachments your client will then receive the invoice and any attachments as well as the invoice pdf.
- Please note that the combined file size limit for attachments is 10 megabytes
- You can delete/remove any attachments simply by selecting the X to delete/remove
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌