Attaching documents to Invoices
in progress
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Denise Deans
Hi there, we often on charge services to our customers. In the past we have created an invoice (to our customer) and attached a copy of the invoice we received (from our supplier) to the invoice we are sending. This provides transparency and the clients can see this is on charged and which invoice this relates to easily. Is this available or coming in the near future?
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Mikayla - Farm Focus
in progress
Mikayla - Farm Focus
Merged in a post:
Attachments to invoics
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Ginny Macleod
I am another one that would like the option to send supporting documentation as attachments when emailing invoices to clients. At the moment we have the option to add attachments but only the invoice is sent out when we email directly from Farm Focus.
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Elise Stolte
I would like to request this also please. I have purposely kept a separate manual invoicing system from Focus, because most of the invoices I send require supporting documents to be sent alongside.
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Tracy Paterson
On our invoices to clients for ram sales we need to attach pedigrees. It would be great if I could attach a pdf that would automatically go with the invoice. A way of attaching supporting docs would be great.
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Melissa Farm Focus Support
Merged in a post:
Attaching invoices from a third party
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John Christie
When generating and sending invoices to sharemilkers, they are often 50/50 splits of invoices from a third party. I would like to have the ability to attach the invoice to the one I am generating. It would provide a paper trail as to where your invoice is sourced from.
Farm focus
Hi Denise, thanks for your feedback. We don't yet have this feature on our enhancement list. Currently, you can automatically send invoices from Farm Focus but if you wish to attach another item to this then we suggest you email both pdf's manually to your customer. We have not had any requests for this feature yet so will keep this post open to monitor votes.
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Sally Gunn
Farm focus Could I suggest that you add the function Mark as sent, using the 3 dots on the side. I have had to email attachments plus the Farm Focus invoice directly from my own email address, but would like to know in the future when looking back that it was sent and not leave any doubt that this didn't happen. Thanks Sally