Sharing Attachment along with Invoice
Rick
Last Update 7 bulan yang lalu
- To share attachments along with invoices, navigate to the Dashboard, click on the “Accounting” option within the left sidebar, and then select “Invoices and Receipts”.
- Click on the three dots of the particular invoice you wish to share the attachment with, and then select “Edit”.
- Choose the file attachment and click on Save Invoice to save the changes.
Renter’s Side
- The invoice now is created on the renter’s side. They can see there’s an invoice and an option to ‘View Bill’ with many other options.
- Upon checking the bill, the renter will be able to see the attached document.
- If provided their email address, the attached document is shared along with the invoice, visible in both email and the platform
