We are happy to announce the support for attaching documents while sending your invoices. Now you can attach your purchase order (PO), expense receipts and other supporting documents with your invoices.
How to attach documents?
You can attach documents while sending the invoice to your client. It is like attaching documents to your e-mail.
- Click on the “Send” button in the invoice details page.
- In the “Send Invoice” screen that comes up, click on the “Add” link in the attachment window to add your attachments.
Look at the image below for details:
We will be enhancing this feature further. Instead of searching and attaching the documents while sending invoice to your client. We will give you options, to attach documents to the invoice as and when they are ready. Say for example, you will be able to attach an expense receipt to an invoice upon incurring that expense. While sending the invoice, the documents will be automatically attached to the invoice; of course you will have the option to remove the attachments.
Hope you find this feature useful. We would like to hear from you, feel free to share your comments.
Check into this feature by signing into Zoho Invoice now.