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For small businesses: Accounting features

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Customer Statement - Attach additional documents

It would be great to be able to attached documents to statements like we do with invoices/quotes. ie a general company letter, holiday notifications etc. instead of sending the client 2 emails.
I have an urgent document that need to go out with this months statements.
Thank you

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Maritsa Erian shared this idea  ·   ·  Report…  ·  Admin →
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  • Ina Jones commented  ·   ·  Report

    Totally agree. We have documents we want to attach to our statements from time to time.

  • jill swanson commented  ·   ·  Report

    It would be great to be able to add attachment letters to statements.

  • jill swanson commented  ·   ·  Report

    I Would like to add a price increase letter to the statements, please add this feature

  • Tracey Greatbatch commented  ·   ·  Report

    Totally agree, would like to attach my Terms and Conditions to our statements. Please add this feature