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Can I send transaction attachments (ie. receipts) with invoices?
I'm trying to make extensive use of the attachments feature to add pictures/scans of receipts against every transaction, which I'm then billing to clients. When I issue said invoice to client, can the system also auto-send those receipts?
If not, would seem to be a big pain in the ass - clients need receipts!
If not, would seem to be a big pain in the ass - clients need receipts!
I’m hopeful
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Hi Robert,
At the present time FreeAgent doesn't support automatic emailing of attachments with invoices. We have big plans for attachments in the coming year and this particular feature is one we're keen to add.
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Inappropriate?Hi Robert,
At the present time FreeAgent doesn't support automatic emailing of attachments with invoices. We have big plans for attachments in the coming year and this particular feature is one we're keen to add.
The company says
this answers the question
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Oh; well I'm looking forward to sending a few hundred attachments before Jan 31. Roll on the new feature... -
Inappropriate?Any updates on this issue - I generate so many receipts and my clients need to see them all, there all scanned and uploaded to free agent - would be great to say "attach images to invoice" in the advanced options when invoicing.
I’m positive
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Inappropriate?Hi Jason,
This is very much still in our minds, but we've widened the scope so we'll be introducing a company-wide "filing cabinet" which will let you store various documents, receipts, scans etc which could then be attached to different data entries in FreeAgent.
Attaching files to invoice emails will definitely be part of this.
Some initial work has been done, and it's on our mid-term roadmap but I can't give you an exact timescale. -
Inappropriate?Ideally I would like to see all attachments blended into one pdf file with the invoice as the front page. At the moment I have to use something like pdf tools to merge all the pdf'ed attachments and that means that iti s not really worth uploading attachments at all if I have to do it locally.
I’m mildly aggrieved
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The new system we're proposing won't merge all receipts into a single pdf but it will allow you to attach multiple receipts to a invoice email. So you won't have to do anything locally if you're happy with that outcome.
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Inappropriate?That would be fantastic - thank you. You guys are very receptive.
Is there an ETA?
Jason
I’m happy
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Well along with some other things like multi-currency this is near the top of our roadmap. We'll be cementing this more over the next couple of weeks so we should be able to give you some more details soon.
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Inappropriate?Any further updates on timescale?
I need to keep a pdf of the statistics that justify the invoice with the invoice. It's for a new business that I really want to use Freeagent for, integrated with Capsule CRM. -
Inappropriate?Hi Samantha
I'm afraid we still don't have a timescale for this, despite the above comments suggesting otherwise. I'll ensure it's brought up for discussion again though.
Olly
EMPLOYEE
EMPLOYEE
