Invoice Template - Associate files to a specific template that are included with invoice raised
Can you please add a function for adding and associated file to invoice setting in order that it automatically associates to every invoiced raised using a standard template
Steven Shear
shared this idea
Hi team, appreciate the logic and that there may be certain files that you would always want to include when sending invoices to a customer with a specific branding theme.
While it's not possible to attach files as separate documents on a theme, you could look to use advanced branding and customise the Docx template to include the relevant files as additional pages on the template.
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Adam Abbas
commented
When we create quotes for a lot of our customers we want to include a few different documents with the quote without having to manually attach it to the quote. We want to add documents like product offering, pricing sheets, terms of sale etc. below the initial quote. We want to do this by selecting a branding theme which will automatically populate the template with those extra documents for us