New Invoicing - Add 'attach file' button at payment
Reducing clicks:
When applying a payment to a bill or an invoice, I usually want to attach a source document (image of check, confirmation of our POS system, etc.). Right now I cannot do it while applying the payment. Right now (in 'old' invoicing/bill) I have to instead apply the payment, find myself in the accounts transaction overview, go back to invoice, click on the payment I just applied and then I have to option of uploading/attaching a document. Very inconvenient.
Platypus Billing
shared this idea
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Platypus Billing
commented
When creating an invoice, I can attach the source document to the invoice through the ad document button - very handy.
However, when I create a payment to that invoice, I don't have the option of attaching the source document (email, credit card slip, cheque) to that payment when creating it.This is something you could have fixed in new invoicing, but you didn't it's still the scenic route:
apply payment, sent receipt, return to invoice, click on payment .... and NOW there is the button that allows to attach a document. -
Kyle Chirpich
commented
Add ability to attach files at the invoice payment screen. We can attach files to a "Receive Money" transaction, why can't we attach them to an invoice payment?
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Larina Chester
commented
‘Attach files’ - Previously we could drag and drop directly into the invoice screen, now we have to select a dropdown menu before dragging and dropping. Yet another unnecessary click.