Settings and activity
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15 votes
An error occurred while saving the comment Gavin Williams supported this idea ·
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305 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Gavin Williams supported this idea ·
i'd go further than this it is just crazy. It's like whoever designed the screen has never actually used accounting software before. After the invoice number and the date it'd be the like third most important data point to display.