RELATED IDEAS
Attach documents with Invoice
Yes there is attachment with purchase bills but the same is not available for invoices. I request similar facility for invoices as well. My client is a service provider who gives services at customer premises and offices. The staff carry delivery notes (manual) and receive signature from the client after delivering service. Then from the office, they raise invoices against multiple delivery notes. It will be a good idea if we can store scanned copies of delivery notes attached with the invoice. Also email both invoices and attachments to the customer if required.
this seems like a similar idea to attaching documents to emails sent from Reckon One. Functionality is similar
excellent idea. this will smooth the workflow out significantly as we can execute what is a single workflow step, in a single UI. Just allow the link icon to open an attach file dialogue then attach it to the email (simple :-)) It will also allow us to take advantage of the email sent status. The way described below, does not allow that.
this will avoid having to print the invoice (which would be great when we are working in a location where a printer is not be available, start up an email client, then attach invoice and other document/s, then send.