Release: Nov 29, 2017

One-off Attachments
Adding One-off Attachments to Quotes and Invoices

Adding One-off Attachments to Quotes

To add a One-off Attachment to a quote. Once you have saved the Quote you can edit it and add one-off attachments. Management Portal, CRM>Accounts> +Quotes tab, click on edit next to the quote you would like to add the attachment to. Click on the Attachments tab and add the attachments and description then save.

In the App, when the quote is opened, click on the attachment tab to add the one-off attachment. Attachments added on the app can only be photos taken with the camera or your photo library.

Adding One-off Attachments to Invoices

To add a One-off Attachment to an invoice. Once you have saved the Invoice you can edit it and add one-off attachments. Management Portal, CRM>Accounts> +Quotes tab, click on edit next to the quote you would like to add the attachment to. Click on the Attachments tab and add the attachments and description then save.

In the App, when the invoice is opened, click on the attachment tab to add the one-off attachment. Attachments added on the app can only be photos taken with the camera or your photo library.