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Documents on jobs and invoices
Quote from Guest on 5 July 2019, 6:44 am
Joe, if a document is attached to a job (say an expense) can it then be attached to an invoice for that job automatically?
Joe, if a document is attached to a job (say an expense) can it then be attached to an invoice for that job automatically?
Hi Adam
The attachment cannot be automatically added to the invoice, you would need to save it down locally and then attach it to the invoice separately. However, all invoices raised from jobs are linked back to the invoice so you can quickly go between the job and invoice and see any attachments on either.
Thanks
Joe
Hi Adam
The attachment cannot be automatically added to the invoice, you would need to save it down locally and then attach it to the invoice separately. However, all invoices raised from jobs are linked back to the invoice so you can quickly go between the job and invoice and see any attachments on either.
Thanks
Joe
