File Library: File not attaching when creating invoice
This workflow is broken and needs fixing.
When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.
That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.
The fix is straightforward:
Allow contact selection within the File Library before creating the invoice. A dropdown list with recently used contacts (most recent at the top) would make this fast and practical.
The expected behaviour is simple. If I start an invoice from a file, both the file and the selected contact should carry through to the invoice automatically.
Elissa Bartolo
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