In 9.8 (and maybe 9.7) we have the ability to add attachments to the draft invoices and not just at the confirmation process. However, since the attachment does not print with the draft, we still have to manually send these to the partners for review. It would be much better if the attachments printed with the drafts so that the partners could approve what was actually being sent to the client right in the review process. We would like the draft printing of invoices to include the attachments as well.
Date
Votes
1 comment
-
Michelle Harris This is a configuration item. In Categories, there is an option on Special Categories > Billing Layout options > Email option to print the bill and the attachments - this is only for confirmed invoices.
There is currently no functionality for this for draft invoices
Please sign in to leave a comment.