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KashFlow Ideas

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Status Already exists
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Rich Mellor
Created on Aug 10, 2019

Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice.

For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT.  They would then easily be able to add the proof of export (such as correspondence / proof of postage etc) to the invoice itself.

  • Attach files
      Drop here to upload
    • Rich Mellor
      Reply
      |
      Aug 14, 2019

      Yes it does - thankyou - I had missed it!

    • Julie Shepherd
      Reply
      |
      Aug 14, 2019

      Hi, it is already possible to add files, including PDFs to an invoice via the Files option at the bottom of the invoice screen. Click on the word Files and then click the Add file button. Hope that is useful for you.