Do you wish to add recurring attachments to the outgoing email with your general terms and conditions, sales terms and conditions or other general documents when sending out your invoices? Below we explain how you can achieve this;
How to get started
Step 1: Add your recurring attachments to the system
- Go to Settings
- Click the Billing tab
- Then click the Upload File button
- Select the file from a folder on your computer
- Confirm
> The file will be uploaded and will be visible in the overview
You can also select certain documents as default via the 'Default' checkbox so that they are sent out by default
Please note that we only support documents of the .pdf type here
Step 2: Select the desired attachment(s) when sending your invoices
- Go to the Billing module
- Open the desired invoice by clicking on the invoice line in the table below
- Click on V Send > Send via email
- At the bottom of the window, select the desired attachments that you want to send with the outgoing email
