Invoicing - Show attachment option at the top of the page
The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!
Jill Blofield
shared this idea
Thanks so much for taking the time to share your feedback and explain how this change affects your day-to-day workflow 💙
We understand that having the attachment option at the bottom of the page can create extra scrolling and slow things down, especially when you're working through a high volume of invoices and need to quickly check supporting documents.
We’re moving this idea to Gaining Support so we can continue tracking interest and better understand the impact for customers using new invoicing. Please keep the votes and comments coming — examples of how this affects your workflow are really helpful for our team.
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David Downie
commented
When the new sales invoice function was released the attached files were moved from the top of the screen to the bottom of the invoice screen. The is incredibly frustrating when you have to scroll to the bottom of the page each time you want to check attachments, especially when you have dozens of line items on the invoice. Can there be flexibility where the files are shown on the screen?
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kirven palomaresson
commented
Moving the attachment button back to the top of the invoicing page would significantly improve workflow efficiency, especially for users handling large volumes of sales invoices imported via API. Having to scroll to the bottom of each invoice to access attachments is time-consuming and disrupts productivity. Restoring the button to its previous, more accessible position—like the intuitive layout seen on CSS Prep Forum’s article on Pakistan’s Foreign Policy https://cssprepforum.com/what-are-the-main-determinants-of-pakistans-foreign-policy-how-current-national-capacity-has-become-major-challenge-before-independent-foreign-policy-of-pakistan/ where key information is presented clearly at the top—would enhance user experience and make navigation smoother.
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Tracey G
commented
Yes please put the attach doc box to the top of the invoice as the classic version - so tired of wasting time scrolling...
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Amelia Wellings
commented
Move the field for attachments back to the top of the page in invoicing and quotes. It's only a small difference, but it's been rather frustrating that it was moved to the bottom of the page. Thank you.