Back up to invoices

danfoot · ‎November 25, 2019

Hi does anyone know how to add back up like job sheets to invoices?

EmmaM · ‎November 25, 2019

Hi Danfoot

If it as attachment for the customer to view as the Self Employed product does not have an in invoice link for attachments.The best option would be to go to the invoice list section(on the left hand side menu) select the drop down in the action column>click export as a pdf>save it to your computer>create an email and add the pdf and the other job sheet to the email and send to your customer

Alternatively you can in the invoices section select send invoice and in recipients email address select your own,then add the attachment to the email when you receive it and forward it on to your customer

Emma

View solution in original post

EmmaM · ‎November 25, 2019

Hello Danfoot

We can certainly advised the best option in the Self Employed if you can advise Is this something you are looking to add as an attachment to the invoice you send to your customer or is it a note for your business for the costs of the job for internal use?

Thanks

Emma

danfoot · ‎November 25, 2019

Hi this is an attachment to the invoice

EmmaM · ‎November 25, 2019

Hi Danfoot

If it as attachment for the customer to view as the Self Employed product does not have an in invoice link for attachments.The best option would be to go to the invoice list section(on the left hand side menu) select the drop down in the action column>click export as a pdf>save it to your computer>create an email and add the pdf and the other job sheet to the email and send to your customer

Alternatively you can in the invoices section select send invoice and in recipients email address select your own,then add the attachment to the email when you receive it and forward it on to your customer

Emma

Topics

Training

Community

Resources

Back up to invoices