Allow Attachment of AR Billing Documentation to an Invoice prior to Emailing Customer
Often times I have backup support documentation that must accompany a billing invoice to a customer. If that documentation could be attached at the billing creation or with a separate step prior to the step when system emails invoices that would be ideal, AND it would save many steps of saving invoices to PDF and then attaching docs to send via Outlook or other mail software.
Comments: 4 Oldest | Newest | Most likes | Fewest likes
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10 Feb, '21
KPLS MergedWould like to be able to add supporting .pdf documents to outgoing Electronic AR Invoices.
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29 Sep, '21
Suzanne AdminHello,
The MIP team is actively monitoring this request. Please continue to provide screenshots, comments, and upvotes.
Cheers,
Megh -
22 Jun, '23
Forrest HawesJust got off the phone with support getting help with attachments for a/r invoices. To my disappointment I discovered that they could not be added until after the "Create Transaction" process was done and that you have to then go into the "Edit Unposted Invoices" to finally be able to attach a document. This means that once the invoice is created, data entry can't be finished with the process. They will have to hold the document attachments until the review process is finished, the print/email invoice process is finished and the create transaction process is finished. There can be a couple of days pass before these processes are completed.
It could also mean that a second review of the invoices with the attachment may be required by some companies adding another step. Please consider a method to attach the support document(s) at the time the "Enter Charges" process is begun. This will be when all the documentation is present for billing (at least in our case). -
11 Jun
Janine Allen, Sr. Product Manager, MIP Admin"Attachments to Electronic AR Invoices" (suggested by <Hidden> on 2021-02-10), including upvotes (3) and comments (0), was merged into this suggestion.