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 settings at which point the next invoice will revert to this option being deselected.
We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.
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…
Why cant we have our terms and conditions upload automatically with all quotes and invoices
NO BRAINER!!!!!
So many boxes and stuff to click when your in a rush for a simple task
THEY HAVE TO BE THERE FOR ALL CONTACT WITH CLIENTS
And why dose the discripton box fully light up when you click into the box
When writing up a full quote you can easily delete it without knowing
Drives me mad. Again in a hurry...........
The price box dosnt do it?
Why cant we have our terms and conditions upload automatically with all quotes and invoices
NO BRAINER!!!!!
So many boxes and stuff to click when your in a rush for a simple task
THEY HAVE TO BE THERE FOR ALL CONTACT WITH CLIENTS
And why dose the discripton box fully light up when you click into the box
When writing up a full quote you can easily delete it without knowing
Drives me mad. Again in a hurry...........
The price box dosnt do it?
And I dont feel spell check would go astray
Especially in the email zone
Cheers